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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 | $21,708 | $46,877-53.7% | $122,354-82.3% | $70,126-69.0% |
| Participation rate | 42.9% | 58.2%-15.4pp | 71.6%-28.8pp | 69.5%-26.7pp |
| Annual return | 18.35% | 24.22%-5.9pp | 30.28%-11.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,436 | $2,167-33.8% | $3,287-56.3% | $3,332-56.9% |
| Admin fee / account holder | $1,415 | $3,324-57.4% | $5,479-74.2% | $4,645-69.6% |