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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 | $27,742 | $57,061-51.4% | $85,063-67.4% | $80,911-65.7% |
| Participation rate | 31.1% | 56.3%-25.2pp | 67.5%-36.4pp | 67.6%-36.5pp |
| Annual return | 10.88% | 21.66%-10.8pp | 66.54%-55.7pp | 35.63%-24.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,595 | $3,110-48.7% | $4,523-64.7% | $4,297-62.9% |
| Admin fee / account holder | $1,180 | $4,986-76.3% | $6,155-80.8% | $6,935-83.0% |