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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 | $19,075 | $36,948-48.4% | $73,658-74.1% | $87,485-78.2% |
| Participation rate | 5.9% | 46.8%-40.9pp | 57.0%-51.2pp | 68.9%-63.0pp |
| Annual return | 13.83% | 28.64%-14.8pp | 29.72%-15.9pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $365 | $1,379-73.5% | $2,062-82.3% | $4,274-91.4% |
| Admin fee / account holder | $1,071 | $2,531-57.7% | $3,357-68.1% | $7,775-86.2% |