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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 | $15,855 | $59,123-73.2% | $77,183-79.5% | $75,181-78.9% |
| Participation rate | 22.5% | 63.9%-41.4pp | 69.6%-47.1pp | 67.2%-44.7pp |
| Annual return | 15.12% | 26.72%-11.6pp | 37.89%-22.8pp | 160.69%-145.6pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,727 | $2,999-42.4% | $3,833-54.9% | $4,126-58.1% |
| Admin fee / account holder | $2,682 | $4,776-43.8% | $5,475-51.0% | $5,650-52.5% |