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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 | $16,606 | $81,358-79.6% | $155,556-89.3% | $80,959-79.5% |
| Participation rate | 39.3% | 66.3%-27.0pp | 78.2%-38.9pp | 67.7%-28.4pp |
| Annual return | 15.55% | 33.39%-17.8pp | 64.84%-49.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,555 | $3,455-55.0% | $5,631-72.4% | $4,300-63.8% |
| Admin fee / account holder | $2,341 | $7,994-70.7% | $15,885-85.3% | $6,925-66.2% |