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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 | $25,596 | $57,057-55.1% | $85,009-69.9% | $80,874-68.4% |
| Participation rate | 23.1% | 56.4%-33.3pp | 67.5%-44.4pp | 67.6%-44.6pp |
| Annual return | 21.65% | 21.66%0pp | 66.47%-44.8pp | 35.62%-14.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,766 | $3,112-11.1% | $4,522-38.8% | $4,297-35.6% |
| Admin fee / account holder | $2,141 | $4,986-57.1% | $6,153-65.2% | $6,935-69.1% |