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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 | $20,159 | $103,164-80.5% | $90,259-77.7% | $154,746-87.0% |
| Participation rate | 17.4% | 76.1%-58.7pp | 70.7%-53.4pp | 80.7%-63.3pp |
| Annual return | 19.52% | 19.25%+0.3pp | 18.88%+0.6pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,469 | $4,422-66.8% | $3,827-61.6% | $6,730-78.2% |
| Admin fee / account holder | $1,675 | $8,593-80.5% | $7,267-77.0% | $14,365-88.3% |