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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 | $20,852 | $43,338-51.9% | $59,887-65.2% | $64,173-67.5% |
| Participation rate | 14.7% | 69.2%-54.5pp | 74.7%-60.0pp | 69.6%-54.9pp |
| Annual return | 7.51% | -1.55%+9.1pp | 3.46%+4.0pp | 7.63%-0.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $961 | $2,547-62.3% | $3,402-71.8% | $3,470-72.3% |
| Admin fee / account holder | $627 | $3,007-79.2% | $3,591-82.5% | $4,887-87.2% |