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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 | $26,975 | $71,215-62.1% | $93,696-71.2% | $80,935-66.7% |
| Participation rate | 36.8% | 60.4%-23.6pp | 68.7%-31.9pp | 67.7%-30.8pp |
| Annual return | 12.88% | 11.27%+1.6pp | 133.74%-120.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,451 | $4,037-39.3% | $4,417-44.5% | $4,299-43.0% |
| Admin fee / account holder | $535 | $6,958-92.3% | $8,287-93.5% | $6,924-92.3% |