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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 | $68,333 | $37,446+82.5% | $77,513-11.8% | $79,852-14.4% |
| Participation rate | 21.2% | 41.5%-20.3pp | 54.2%-33.0pp | 69.6%-48.4pp |
| Annual return | 16.85% | 39.76%-22.9pp | 54.81%-38.0pp | 31.72%-14.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $574 | $1,261-54.5% | $1,861-69.1% | $3,740-84.6% |
| Admin fee / account holder | $10,979 | $2,506+338.1% | $2,859+284.0% | $5,306+106.9% |