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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 | $27,969 | $78,672-64.4% | $109,163-74.4% | $85,856-67.4% |
| Participation rate | 64.5% | 68.3%-3.8pp | 75.9%-11.4pp | 69.3%-4.8pp |
| Annual return | 14.61% | 25.09%-10.5pp | 25.75%-11.1pp | 318.58%-304.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,975 | $3,467-43.0% | $4,654-57.6% | $3,952-50.0% |
| Admin fee / account holder | $1,393 | $5,470-74.5% | $6,754-79.4% | $6,261-77.7% |