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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 | $25,564 | $72,027-64.5% | $185,835-86.2% | $79,852-68.0% |
| Participation rate | 55.8% | 65.8%-10.0pp | 78.0%-22.2pp | 69.6%-13.8pp |
| Annual return | 18.07% | 23.13%-5.1pp | 35.96%-17.9pp | 31.72%-13.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,832 | $3,780-25.1% | $5,633-49.7% | $3,740-24.3% |
| Admin fee / account holder | $1,932 | $4,513-57.2% | $9,502-79.7% | $5,306-63.6% |