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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 | $27,417 | $76,834-64.3% | $108,359-74.7% | $87,485-68.7% |
| Participation rate | 63.4% | 61.7%+1.7pp | 70.1%-6.7pp | 68.9%-5.5pp |
| Annual return | 14.23% | 19.09%-4.9pp | 36.89%-22.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,972 | $3,100-36.4% | $4,137-52.3% | $4,274-53.9% |
| Admin fee / account holder | $1,745 | $6,537-73.3% | $9,741-82.1% | $7,775-77.6% |