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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 | $27,949 | $67,602-58.7% | $82,312-66.0% | $70,126-60.1% |
| Participation rate | 45.1% | 72.8%-27.7pp | 76.9%-31.8pp | 69.5%-24.4pp |
| Annual return | 21.58% | 21.57%0pp | 25.88%-4.3pp | 73.15%-51.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,415 | $2,987-52.6% | $3,706-61.8% | $3,332-57.5% |
| Admin fee / account holder | $2,058 | $4,512-54.4% | $5,608-63.3% | $4,645-55.7% |