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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 | $15,696 | $69,273-77.3% | $90,796-82.7% | $82,637-81.0% |
| Participation rate | 28.8% | 64.0%-35.2pp | 69.5%-40.7pp | 68.1%-39.3pp |
| Annual return | 19.67% | 18.37%+1.3pp | 19.29%+0.4pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,068 | $3,047+33.5% | $3,822+6.5% | $4,126-1.4% |
| Admin fee / account holder | $5,206 | $5,511-5.5% | $7,024-25.9% | $7,339-29.1% |