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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 | $24,907 | $69,590-64.2% | $136,867-81.8% | $94,015-73.5% |
| Participation rate | 29.0% | 66.3%-37.3pp | 74.5%-45.6pp | 70.8%-41.8pp |
| Annual return | 14.47% | 19.62%-5.1pp | 42.97%-28.5pp | 17.84%-3.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,546 | $3,437-55.0% | $4,924-68.6% | $4,249-63.6% |
| Admin fee / account holder | $602 | $8,912-93.2% | $10,340-94.2% | $8,951-93.3% |