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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 | $12,443 | $47,848-74.0% | $81,473-84.7% | $70,126-82.3% |
| Participation rate | 32.8% | 58.3%-25.5pp | 68.0%-35.1pp | 69.5%-36.7pp |
| Annual return | 14.79% | 27.25%-12.5pp | 38.78%-24.0pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,593 | $2,453-35.1% | $3,537-55.0% | $3,332-52.2% |
| Admin fee / account holder | $3,162 | $3,145+0.5% | $4,561-30.7% | $4,645-31.9% |