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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 | $21,550 | $57,140-62.3% | $85,240-74.7% | $80,959-73.4% |
| Participation rate | 39.2% | 56.4%-17.2pp | 67.5%-28.3pp | 67.7%-28.5pp |
| Annual return | 13.55% | 21.71%-8.2pp | 66.75%-53.2pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,836 | $3,115-41.1% | $4,527-59.5% | $4,300-57.3% |
| Admin fee / account holder | $1,504 | $4,992-69.9% | $6,165-75.6% | $6,925-78.3% |