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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 | $24,032 | $72,027-66.6% | $185,835-87.1% | $79,852-69.9% |
| Participation rate | 57.7% | 65.8%-8.1pp | 78.0%-20.3pp | 69.6%-11.9pp |
| Annual return | 15.38% | 23.13%-7.7pp | 35.96%-20.6pp | 31.72%-16.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,743 | $3,780-53.9% | $5,633-69.1% | $3,740-53.4% |
| Admin fee / account holder | $2,387 | $4,513-47.1% | $9,502-74.9% | $5,306-55.0% |