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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 | $27,827 | $76,834-63.8% | $108,359-74.3% | $87,485-68.2% |
| Participation rate | 52.3% | 61.7%-9.5pp | 70.1%-17.8pp | 68.9%-16.7pp |
| Annual return | 17.20% | 19.09%-1.9pp | 36.89%-19.7pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,639 | $3,100-14.9% | $4,137-36.2% | $4,274-38.2% |
| Admin fee / account holder | $1,822 | $6,537-72.1% | $9,741-81.3% | $7,775-76.6% |