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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 | $41,016-36.3% | $152,093-82.8% | $64,097-59.3% |
| Participation rate | 33.0% | 51.3%-18.3pp | 77.8%-44.7pp | 55.2%-22.1pp |
| Annual return | 19.95% | 39.60%-19.7pp | 66.36%-46.4pp | 34.64%-14.7pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,392 | $1,927-27.8% | $5,451-74.5% | $3,080-54.8% |
| Admin fee / account holder | $2,754 | $2,305+19.5% | $14,497-81.0% | $3,454-20.3% |