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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 | $22,057 | $56,287-60.8% | $80,977-72.8% | $62,881-64.9% |
| Participation rate | 36.4% | 68.9%-32.6pp | 75.8%-39.4pp | 69.3%-32.9pp |
| Annual return | 6.75% | 22.13%-15.4pp | 17.11%-10.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,835 | $4,196-56.3% | $5,696-67.8% | $3,203-42.7% |
| Admin fee / account holder | $782 | $3,742-79.1% | $5,517-85.8% | $4,296-81.8% |