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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 | $14,296 | $58,627-75.6% | $76,735-81.4% | $82,448-82.7% |
| Participation rate | 15.4% | 63.2%-47.8pp | 69.5%-54.1pp | 68.1%-52.7pp |
| Annual return | 20.35% | 39.10%-18.7pp | 29.77%-9.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,237 | $3,134-60.5% | $4,088-69.7% | $4,139-70.1% |
| Admin fee / account holder | $788 | $5,323-85.2% | $7,189-89.0% | $7,234-89.1% |