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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 | $18,635 | $47,848-61.1% | $81,473-77.1% | $70,124-73.4% |
| Participation rate | 9.6% | 58.3%-48.7pp | 68.0%-58.4pp | 69.5%-60.0pp |
| Annual return | 17.92% | 27.25%-9.3pp | 38.78%-20.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,396 | $2,453-43.1% | $3,537-60.5% | $3,332-58.1% |
| Admin fee / account holder | $4,008 | $3,145+27.4% | $4,561-12.1% | $4,645-13.7% |