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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 | $13,142 | $67,894-80.6% | $89,340-85.3% | $82,448-84.1% |
| Participation rate | 29.9% | 64.0%-34.2pp | 69.6%-39.7pp | 68.1%-38.2pp |
| Annual return | 23.67% | 19.21%+4.5pp | 20.57%+3.1pp | 41.64%-18.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,108 | $3,072-63.9% | $3,823-71.0% | $4,139-73.2% |
| Admin fee / account holder | $458 | $5,723-92.0% | $6,704-93.2% | $7,234-93.7% |