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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 | $23,801 | $81,358-70.7% | $155,556-84.7% | $80,959-70.6% |
| Participation rate | 29.8% | 66.3%-36.5pp | 78.2%-48.4pp | 67.7%-37.9pp |
| Annual return | 14.85% | 33.39%-18.5pp | 64.84%-50.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,368 | $3,455-31.5% | $5,631-57.9% | $4,300-44.9% |
| Admin fee / account holder | $2,898 | $7,994-63.7% | $15,885-81.8% | $6,925-58.1% |