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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 | $14,771 | $49,791-70.3% | $78,210-81.1% | $70,131-78.9% |
| Participation rate | 36.6% | 62.3%-25.7pp | 68.7%-32.1pp | 69.5%-32.9pp |
| Annual return | 22.29% | 20.75%+1.5pp | 40.90%-18.6pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,318 | $2,150+7.8% | $2,823-17.9% | $3,332-30.4% |
| Admin fee / account holder | $528 | $3,181-83.4% | $3,758-86.0% | $4,645-88.6% |