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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 | $13,770 | $65,685-79.0% | $57,181-75.9% | $273,968-95.0% |
| Participation rate | 16.7% | 78.3%-61.7pp | 75.3%-58.7pp | 83.0%-66.3pp |
| Annual return | 16.86% | 21.99%-5.1pp | 14.59%+2.3pp | 41.45%-24.6pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,685 | $3,781-29.0% | $3,096-13.3% | $5,287-49.2% |
| Admin fee / account holder | $3,562 | $4,835-26.3% | $3,139+13.5% | $10,132-64.8% |