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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 | $20,176 | $78,015-74.1% | $178,505-88.7% | $80,959-75.1% |
| Participation rate | 46.9% | 65.7%-18.8pp | 77.1%-30.2pp | 67.7%-20.8pp |
| Annual return | 16.38% | 18.10%-1.7pp | 27.16%-10.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,228 | $4,406-26.7% | $6,280-48.6% | $4,300-24.9% |
| Admin fee / account holder | $1,538 | $7,160-78.5% | $10,428-85.2% | $6,925-77.8% |