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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 | $14,097 | $54,757-74.3% | $90,304-84.4% | $72,975-80.7% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.3%-13.3pp | 69.5%-9.5pp |
| Annual return | 21.82% | 30.63%-8.8pp | 78.13%-56.3pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,857 | $2,887-35.7% | $3,885-52.2% | $3,608-48.5% |
| Admin fee / account holder | $1,378 | $3,973-65.3% | $5,354-74.3% | $5,124-73.1% |