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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 | $57,073-55.2% | $85,126-69.9% | $80,925-68.4% |
| Participation rate | 23.1% | 56.4%-33.3pp | 67.5%-44.4pp | 67.7%-44.6pp |
| Annual return | 21.65% | 21.69%0pp | 66.63%-45.0pp | 35.65%-14.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,766 | $3,113-11.2% | $4,523-38.9% | $4,299-35.7% |
| Admin fee / account holder | $2,141 | $4,988-57.1% | $6,160-65.2% | $6,940-69.1% |