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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 | $19,706 | $57,057-65.5% | $85,009-76.8% | $80,874-75.6% |
| Participation rate | 45.3% | 56.4%-11.1pp | 67.5%-22.2pp | 67.6%-22.4pp |
| Annual return | 14.91% | 21.66%-6.7pp | 66.47%-51.6pp | 35.62%-20.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,548 | $3,112+46.2% | $4,522+0.6% | $4,297+5.9% |
| Admin fee / account holder | $1,377 | $4,986-72.4% | $6,153-77.6% | $6,935-80.1% |