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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 | $16,016 | $76,407-79.0% | $150,298-89.3% | $82,448-80.6% |
| Participation rate | 27.5% | 66.4%-38.9pp | 77.8%-50.3pp | 68.1%-40.6pp |
| Annual return | 16.79% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,279 | $3,214-60.2% | $5,453-76.5% | $4,139-69.1% |
| Admin fee / account holder | $2,228 | $6,352-64.9% | $14,116-84.2% | $7,234-69.2% |