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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 | $16,365 | $59,839-72.7% | $81,991-80.0% | $79,852-79.5% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.3%-29.3pp | 69.6%-29.6pp |
| Annual return | 14.26% | 17.56%-3.3pp | 41.31%-27.1pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,653 | $2,695-1.6% | $3,722-28.7% | $3,740-29.1% |
| Admin fee / account holder | $516 | $4,287-88.0% | $5,665-90.9% | $5,306-90.3% |