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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 | $26,448 | $58,627-54.9% | $76,735-65.5% | $82,448-67.9% |
| Participation rate | 26.6% | 63.2%-36.6pp | 69.5%-42.9pp | 68.1%-41.5pp |
| Annual return | 16.01% | 39.10%-23.1pp | 29.77%-13.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,590 | $3,134-49.3% | $4,088-61.1% | $4,139-61.6% |
| Admin fee / account holder | $4,980 | $5,323-6.4% | $7,189-30.7% | $7,234-31.2% |