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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 | $20,075 | $72,607-72.4% | $90,259-77.8% | $87,485-77.1% |
| Participation rate | 61.4% | 64.8%-3.4pp | 70.7%-9.3pp | 68.9%-7.5pp |
| Annual return | 13.26% | 18.59%-5.3pp | 18.88%-5.6pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,309 | $3,055-24.4% | $3,827-39.7% | $4,274-46.0% |
| Admin fee / account holder | $1,259 | $5,947-78.8% | $7,267-82.7% | $7,775-83.8% |