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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 | $13,220 | $57,590-77.0% | $86,233-84.7% | $82,448-84.0% |
| Participation rate | 56.0% | 57.9%-1.9pp | 69.0%-13.0pp | 68.1%-12.1pp |
| Annual return | 14.57% | 22.41%-7.8pp | 61.39%-46.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,693 | $3,080-45.0% | $4,559-62.9% | $4,139-59.1% |
| Admin fee / account holder | $2,329 | $4,730-50.8% | $8,342-72.1% | $7,234-67.8% |