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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 | $73,787-62.8% | $98,716-72.2% | $82,448-66.7% |
| Participation rate | 63.4% | 61.4%+2.0pp | 69.3%-5.9pp | 68.1%-4.7pp |
| Annual return | 14.23% | 18.57%-4.3pp | 31.81%-17.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,972 | $3,081-36.0% | $4,048-51.3% | $4,139-52.4% |
| Admin fee / account holder | $1,745 | $6,500-73.2% | $8,703-80.0% | $7,234-75.9% |