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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 | $23,513 | $45,079-47.8% | $69,461-66.1% | $72,983-67.8% |
| Participation rate | 15.2% | 68.5%-53.3pp | 74.6%-59.4pp | 69.5%-54.3pp |
| Annual return | 24.04% | 22.65%+1.4pp | 28.97%-4.9pp | 81.01%-57.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $809 | $2,603-68.9% | $3,536-77.1% | $3,608-77.6% |
| Admin fee / account holder | $538 | $3,056-82.4% | $3,840-86.0% | $5,124-89.5% |