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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 | $15,924 | $51,083-68.8% | $70,548-77.4% | $71,495-77.7% |
| Participation rate | 33.6% | 59.4%-25.8pp | 68.3%-34.8pp | 67.9%-34.4pp |
| Annual return | 14.48% | 42.64%-28.2pp | 32.78%-18.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $0 | $1,791-100.0% | $2,975-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,393 | $3,028-54.0% | $4,567-69.5% | $4,291-67.5% |
| Admin fee / account holder | $1,674 | $1,995-16.1% | $6,424-73.9% | $1,588+5.4% |