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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 | $20,197 | $76,407-73.6% | $150,298-86.6% | $82,448-75.5% |
| Participation rate | 28.6% | 66.4%-37.8pp | 77.8%-49.2pp | 68.1%-39.5pp |
| Annual return | 25.22% | 39.99%-14.8pp | 62.79%-37.6pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,133 | $3,214-33.6% | $5,453-60.9% | $4,139-48.5% |
| Admin fee / account holder | $3,959 | $6,352-37.7% | $14,116-72.0% | $7,234-45.3% |