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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 | $22,691 | $56,287-59.7% | $80,977-72.0% | $62,881-63.9% |
| Participation rate | 49.4% | 68.9%-19.6pp | 75.8%-26.4pp | 69.3%-19.9pp |
| Annual return | 8.95% | 22.13%-13.2pp | 17.11%-8.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,232 | $4,196-23.0% | $5,696-43.3% | $3,203+0.9% |
| Admin fee / account holder | $536 | $3,742-85.7% | $5,517-90.3% | $4,296-87.5% |