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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 | $57,073-62.2% | $85,126-74.7% | $80,925-73.4% |
| Participation rate | 39.2% | 56.4%-17.2pp | 67.5%-28.3pp | 67.7%-28.4pp |
| Annual return | 13.55% | 21.69%-8.1pp | 66.63%-53.1pp | 35.65%-22.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,836 | $3,113-41.0% | $4,523-59.4% | $4,299-57.3% |
| Admin fee / account holder | $1,504 | $4,988-69.8% | $6,160-75.6% | $6,940-78.3% |