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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 | $9,709 | $57,590-83.1% | $86,233-88.7% | $82,448-88.2% |
| Participation rate | 53.8% | 57.9%-4.0pp | 69.0%-15.2pp | 68.1%-14.2pp |
| Annual return | 31.24% | 22.41%+8.8pp | 61.39%-30.1pp | 41.64%-10.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,080 | $3,0800% | $4,559-32.4% | $4,139-25.6% |
| Admin fee / account holder | $2,219 | $4,730-53.1% | $8,342-73.4% | $7,234-69.3% |