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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 | $27,953 | $54,541-48.7% | $78,778-64.5% | $70,131-60.1% |
| Participation rate | 22.4% | 60.8%-38.4pp | 69.2%-46.8pp | 69.5%-47.2pp |
| Annual return | 18.34% | 21.07%-2.7pp | 35.62%-17.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,193 | $2,210-46.0% | $2,958-59.7% | $3,332-64.2% |
| Admin fee / account holder | $5,161 | $3,709+39.2% | $5,134+0.5% | $4,645+11.1% |