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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 | $25,706 | $78,015-67.0% | $178,505-85.6% | $80,959-68.2% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.7%-7.7pp |
| Annual return | 15.93% | 18.10%-2.2pp | 27.16%-11.2pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,847 | $4,406-35.4% | $6,280-54.7% | $4,300-33.8% |
| Admin fee / account holder | $815 | $7,160-88.6% | $10,428-92.2% | $6,925-88.2% |