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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,159 | $77,901-69.0% | $149,717-83.9% | $75,181-67.9% |
| Participation rate | 23.2% | 65.6%-42.4pp | 78.8%-55.6pp | 67.2%-44.0pp |
| Annual return | 22.42% | 31.73%-9.3pp | 134.41%-112.0pp | 160.69%-138.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,414 | $3,411-29.2% | $5,682-57.5% | $4,126-41.5% |
| Admin fee / account holder | $662 | $5,949-88.9% | $13,213-95.0% | $5,650-88.3% |