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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 | $15,630 | $45,079-65.3% | $69,461-77.5% | $72,983-78.6% |
| Participation rate | 37.2% | 68.5%-31.3pp | 74.6%-37.4pp | 69.5%-32.3pp |
| Annual return | 19.70% | 22.65%-3.0pp | 28.97%-9.3pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,564 | $2,603-39.9% | $3,536-55.8% | $3,608-56.6% |
| Admin fee / account holder | $5,807 | $3,056+90.0% | $3,840+51.2% | $5,124+13.3% |