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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 | $27,898 | $72,607-61.6% | $90,259-69.1% | $87,485-68.1% |
| Participation rate | 34.9% | 64.8%-29.9pp | 70.7%-35.9pp | 68.9%-34.0pp |
| Annual return | 20.33% | 18.59%+1.7pp | 18.88%+1.5pp | 26.06%-5.7pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,120 | $3,055-30.6% | $3,827-44.6% | $4,274-50.4% |
| Admin fee / account holder | $340 | $5,947-94.3% | $7,267-95.3% | $7,775-95.6% |