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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 | $14,295 | $39,132-63.5% | $57,196-75.0% | $62,881-77.3% |
| Participation rate | 27.0% | 70.5%-43.5pp | 75.3%-48.3pp | 69.3%-42.3pp |
| Annual return | 8.24% | 9.24%-1.0pp | 14.59%-6.4pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,007 | $2,374-15.5% | $3,096-35.2% | $3,203-37.3% |
| Admin fee / account holder | $1,730 | $2,594-33.3% | $3,141-44.9% | $4,296-59.7% |