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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 | $15,961 | $57,140-72.1% | $85,240-81.3% | $80,959-80.3% |
| Participation rate | 19.2% | 56.4%-37.2pp | 67.5%-48.3pp | 67.7%-48.4pp |
| Annual return | 40.18% | 21.71%+18.5pp | 66.75%-26.6pp | 35.67%+4.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,572 | $3,115-17.4% | $4,527-43.2% | $4,300-40.2% |
| Admin fee / account holder | $6,374 | $4,992+27.7% | $6,165+3.4% | $6,925-8.0% |