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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 | $16,814 | $63,082-73.3% | $81,716-79.4% | $79,852-78.9% |
| Participation rate | 46.9% | 67.5%-20.7pp | 72.0%-25.1pp | 69.6%-22.8pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,114 | $1,795-37.9% | $4,310-74.2% | $2,471-54.9% |
| Participant deferral / active EE | $2,322 | $2,780-16.5% | $7,108-67.3% | $3,740-37.9% |
| Admin fee / account holder | $1,201 | $4,428-72.9% | $5,159-76.7% | $5,306-77.4% |