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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 | $26,116 | $45,343-42.4% | $150,298-82.6% | $67,986-61.6% |
| Participation rate | 33.0% | 51.9%-18.8pp | 77.8%-44.7pp | 57.2%-24.2pp |
| Annual return | 19.95% | 33.28%-13.3pp | 62.79%-42.8pp | 31.67%-11.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,392 | $2,055-32.3% | $5,453-74.5% | $3,358-58.6% |
| Admin fee / account holder | $2,754 | $2,250+22.4% | $14,116-80.5% | $3,203-14.0% |