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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 | $23,378 | $36,948-36.7% | $73,658-68.3% | $87,485-73.3% |
| Participation rate | 12.5% | 46.8%-34.3pp | 57.0%-44.5pp | 68.9%-56.4pp |
| Annual return | 20.43% | 28.64%-8.2pp | 29.72%-9.3pp | 26.06%-5.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,033 | $1,379-25.1% | $2,062-49.9% | $4,274-75.8% |
| Admin fee / account holder | $645 | $2,531-74.5% | $3,357-80.8% | $7,775-91.7% |