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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 | $26,132 | $48,076-45.6% | $78,690-66.8% | $62,891-58.4% |
| Participation rate | 16.7% | 65.2%-48.5pp | 73.6%-56.9pp | 69.3%-52.6pp |
| Annual return | 12.94% | 31.35%-18.4pp | 62.18%-49.2pp | 20.14%-7.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,144 | $2,588-55.8% | $3,517-67.5% | $3,203-64.3% |
| Admin fee / account holder | $641 | $3,207-80.0% | $4,511-85.8% | $4,296-85.1% |