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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 | $15,254 | $52,580-71.0% | $71,671-78.7% | $70,126-78.2% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 33.37% | 20.25%+13.1pp | 20.65%+12.7pp | 73.15%-39.8pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,053 | $2,386+28.0% | $3,438-11.2% | $3,332-8.4% |
| Admin fee / account holder | $1,443 | $3,653-60.5% | $5,558-74.0% | $4,645-68.9% |