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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 | $26,285 | $37,156-29.3% | $83,854-68.7% | $86,983-69.8% |
| Participation rate | 23.7% | 49.1%-25.3pp | 59.1%-35.4pp | 69.5%-45.8pp |
| Annual return | 17.07% | 29.88%-12.8pp | 31.39%-14.3pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,920 | $1,418+35.4% | $2,035-5.7% | $4,194-54.2% |
| Admin fee / account holder | $1,979 | $2,510-21.2% | $3,197-38.1% | $7,856-74.8% |