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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 | $20,129 | $19,646+2.5% | $71,585-71.9% | $64,097-68.6% |
| Participation rate | 26.7% | 64.7%-38.0pp | 68.2%-41.4pp | 55.2%-28.5pp |
| Annual return | 15.56% | 36.81%-21.3pp | 59.26%-43.7pp | 34.64%-19.1pp |
| Employer contribution / active EE | $0 | $713-100.0% | $1,669-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $976 | $1,665-41.4% | $2,923-66.6% | $3,080-68.3% |
| Admin fee / account holder | $1,749 | $1,850-5.5% | $4,712-62.9% | $3,454-49.4% |