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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 | $27,899 | $35,183-20.7% | $73,550-62.1% | $70,126-60.2% |
| Participation rate | 20.5% | 42.9%-22.4pp | 54.9%-34.4pp | 69.5%-49.0pp |
| Annual return | 21.15% | 26.90%-5.7pp | -15.16%+36.3pp | 73.15%-52.0pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $918 | $1,220-24.7% | $1,804-49.1% | $3,332-72.4% |
| Admin fee / account holder | $758 | $2,302-67.1% | $2,320-67.3% | $4,645-83.7% |