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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 | $27,085 | $63,845-57.6% | $81,370-66.7% | $80,959-66.5% |
| Participation rate | 15.0% | 63.9%-48.9pp | 69.5%-54.5pp | 67.7%-52.7pp |
| Annual return | 14.10% | 16.37%-2.3pp | 24.85%-10.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,269 | $3,093-26.6% | $3,885-41.6% | $4,300-47.2% |
| Admin fee / account holder | $7,512 | $5,688+32.1% | $5,749+30.7% | $6,925+8.5% |