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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 | $52,097 | $39,132+33.1% | $57,196-8.9% | $62,881-17.1% |
| Participation rate | 23.4% | 70.5%-47.1pp | 75.3%-51.9pp | 69.3%-45.9pp |
| Annual return | 5.16% | 9.24%-4.1pp | 14.59%-9.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,220 | $2,374-48.6% | $3,096-60.6% | $3,203-61.9% |
| Admin fee / account holder | $1,443 | $2,594-44.4% | $3,141-54.0% | $4,296-66.4% |