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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 | $16,233 | $106,974-84.8% | $90,796-82.1% | $138,895-88.3% |
| Participation rate | 52.6% | 74.9%-22.2pp | 69.5%-16.9pp | 79.9%-27.3pp |
| Annual return | 21.85% | 20.10%+1.7pp | 19.29%+2.6pp | 145.39%-123.5pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,169 | $4,455-51.3% | $3,822-43.3% | $6,396-66.1% |
| Admin fee / account holder | $799 | $8,626-90.7% | $7,024-88.6% | $12,562-93.6% |