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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 | $15,743 | $48,078-67.3% | $78,676-80.0% | $62,881-75.0% |
| Participation rate | 25.9% | 65.2%-39.3pp | 73.6%-47.6pp | 69.3%-43.4pp |
| Annual return | 6.64% | 31.36%-24.7pp | 62.19%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $776 | $2,587-70.0% | $3,517-77.9% | $3,203-75.8% |
| Admin fee / account holder | $2,454 | $3,206-23.5% | $4,510-45.6% | $4,296-42.9% |