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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 | $21,999 | $75,541-70.9% | $152,093-85.5% | $82,637-73.4% |
| Participation rate | 10.3% | 66.5%-56.3pp | 77.8%-67.5pp | 68.1%-57.8pp |
| Annual return | 26.82% | 32.56%-5.7pp | 66.36%-39.5pp | 53.51%-26.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,410 | $3,206-56.0% | $5,451-74.1% | $4,126-65.8% |
| Admin fee / account holder | $11,055 | $6,405+72.6% | $14,497-23.7% | $7,339+50.6% |