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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 | $22,747 | $52,580-56.7% | $71,671-68.3% | $70,126-67.6% |
| Participation rate | 62.7% | 60.9%+1.9pp | 68.7%-6.0pp | 69.5%-6.8pp |
| Annual return | 15.09% | 20.25%-5.2pp | 20.65%-5.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,213 | $2,386-49.1% | $3,438-64.7% | $3,332-63.6% |
| Admin fee / account holder | $2,313 | $3,653-36.7% | $5,558-58.4% | $4,645-50.2% |