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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 | $17,680 | $57,073-69.0% | $85,126-79.2% | $80,925-78.2% |
| Participation rate | 25.5% | 56.4%-30.9pp | 67.5%-42.1pp | 67.7%-42.2pp |
| Annual return | 16.34% | 21.69%-5.4pp | 66.63%-50.3pp | 35.65%-19.3pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,306 | $3,113-58.0% | $4,523-71.1% | $4,299-69.6% |
| Admin fee / account holder | $1,712 | $4,988-65.7% | $6,160-72.2% | $6,940-75.3% |