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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 | $52,504 | $63,904-17.8% | $89,340-41.2% | $67,986-22.8% |
| Participation rate | 15.3% | 54.3%-39.0pp | 69.6%-54.2pp | 57.2%-41.9pp |
| Annual return | 16.96% | 18.09%-1.1pp | 20.57%-3.6pp | 31.67%-14.7pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,019 | $2,691-62.1% | $3,823-73.3% | $3,358-69.7% |
| Admin fee / account holder | $539 | $3,315-83.7% | $6,704-92.0% | $3,203-83.2% |