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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 | $21,218 | $52,580-59.6% | $71,671-70.4% | $70,131-69.7% |
| Participation rate | 42.9% | 60.9%-18.0pp | 68.7%-25.9pp | 69.5%-26.7pp |
| Annual return | 19.36% | 20.25%-0.9pp | 20.65%-1.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,656 | $2,386-30.6% | $3,438-51.8% | $3,332-50.3% |
| Admin fee / account holder | $2,194 | $3,653-39.9% | $5,558-60.5% | $4,645-52.8% |