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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 | $18,900 | $67,894-72.2% | $89,340-78.8% | $82,448-77.1% |
| Participation rate | 29.9% | 64.0%-34.2pp | 69.6%-39.7pp | 68.1%-38.2pp |
| Annual return | 17.87% | 19.21%-1.3pp | 20.57%-2.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,279 | $3,072-58.4% | $3,823-66.6% | $4,139-69.1% |
| Admin fee / account holder | $751 | $5,723-86.9% | $6,704-88.8% | $7,234-89.6% |