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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 | $14,741 | $57,590-74.4% | $86,233-82.9% | $82,448-82.1% |
| Participation rate | 40.5% | 57.9%-17.4pp | 69.0%-28.5pp | 68.1%-27.6pp |
| Annual return | 24.36% | 22.41%+1.9pp | 61.39%-37.0pp | 41.64%-17.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,002 | $3,080-35.0% | $4,559-56.1% | $4,139-51.6% |
| Admin fee / account holder | $866 | $4,730-81.7% | $8,342-89.6% | $7,234-88.0% |