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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 | $26,325 | $57,119-53.9% | $85,187-69.1% | $80,935-67.5% |
| Participation rate | 27.3% | 56.4%-29.1pp | 67.5%-40.2pp | 67.7%-40.4pp |
| Annual return | 14.28% | 21.70%-7.4pp | 66.67%-52.4pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,276 | $3,115-59.0% | $4,525-71.8% | $4,299-70.3% |
| Admin fee / account holder | $609 | $4,990-87.8% | $6,162-90.1% | $6,924-91.2% |