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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 | $22,280 | $50,385-55.8% | $75,501-70.5% | $62,293-64.2% |
| Participation rate | 31.4% | 67.7%-36.3pp | 72.4%-40.9pp | 69.5%-38.1pp |
| Annual return | 15.37% | 19.90%-4.5pp | 27.35%-12.0pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,684 | $2,445-31.1% | $3,142-46.4% | $3,169-46.9% |
| Admin fee / account holder | $2,117 | $384+451.1% | $5,801-63.5% | $479+341.7% |