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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 | $51,639 | $56,438-8.5% | $76,902-32.9% | $71,529-27.8% |
| Participation rate | 21.0% | 64.3%-43.3pp | 69.6%-48.6pp | 67.9%-46.9pp |
| Annual return | 14.49% | 19.05%-4.6pp | 37.91%-23.4pp | 28.97%-14.5pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,534-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,416 | $3,136-54.8% | $3,833-63.1% | $4,291-67.0% |
| Admin fee / account holder | $9,632 | $1,430+573.4% | $5,479+75.8% | $1,588+506.3% |