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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 | $23,516 | $84,953-72.3% | $163,379-85.6% | $82,637-71.5% |
| Participation rate | 35.5% | 65.9%-30.5pp | 76.8%-41.3pp | 68.1%-32.6pp |
| Annual return | 20.06% | 23.07%-3.0pp | 63.41%-43.3pp | 53.51%-33.4pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,114 | $4,326-51.1% | $6,282-66.3% | $4,126-48.8% |
| Admin fee / account holder | $565 | $7,921-92.9% | $9,818-94.2% | $7,339-92.3% |