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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 | $26,240 | $71,197-63.1% | $93,669-72.0% | $80,925-67.6% |
| Participation rate | 15.7% | 60.4%-44.7pp | 68.7%-53.0pp | 67.7%-52.0pp |
| Annual return | 14.19% | 11.27%+2.9pp | 133.59%-119.4pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,387 | $4,036-65.6% | $4,416-68.6% | $4,299-67.7% |
| Admin fee / account holder | $3,854 | $6,959-44.6% | $8,291-53.5% | $6,940-44.5% |