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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 | $15,438 | $58,627-73.7% | $76,735-79.9% | $82,448-81.3% |
| Participation rate | 42.4% | 63.2%-20.8pp | 69.5%-27.1pp | 68.1%-25.6pp |
| Annual return | 17.39% | 39.10%-21.7pp | 29.77%-12.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,258 | $3,134-59.8% | $4,088-69.2% | $4,139-69.6% |
| Admin fee / account holder | $352 | $5,323-93.4% | $7,189-95.1% | $7,234-95.1% |