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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 | $23,198 | $62,166-62.7% | $81,353-71.5% | $74,459-68.8% |
| Participation rate | 46.4% | 64.1%-17.7pp | 69.5%-23.1pp | 67.2%-20.8pp |
| Annual return | 12.27% | 16.50%-4.2pp | 24.82%-12.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,507 | $3,223-53.2% | $3,885-61.2% | $4,350-65.3% |
| Admin fee / account holder | $7,141 | $1,925+271.0% | $5,766+23.8% | $1,945+267.2% |