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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 | $16,774 | $57,073-70.6% | $85,126-80.3% | $80,925-79.3% |
| Participation rate | 22.5% | 56.4%-33.9pp | 67.5%-45.1pp | 67.7%-45.2pp |
| Annual return | 13.99% | 21.69%-7.7pp | 66.63%-52.6pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,698 | $3,113-45.5% | $4,523-62.5% | $4,299-60.5% |
| Admin fee / account holder | $828 | $4,988-83.4% | $6,160-86.6% | $6,940-88.1% |