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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 | $62,086-15.4% | $90,259-41.8% | $64,340-18.4% |
| Participation rate | 15.3% | 53.9%-38.6pp | 70.7%-55.4pp | 55.2%-39.9pp |
| Annual return | 16.96% | 16.73%+0.2pp | 18.88%-1.9pp | 24.14%-7.2pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,291-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,019 | $2,557-60.2% | $3,827-73.4% | $2,980-65.8% |
| Admin fee / account holder | $539 | $3,317-83.8% | $7,267-92.6% | $3,703-85.5% |