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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 | $13,723 | $57,119-76.0% | $85,187-83.9% | $80,935-83.0% |
| Participation rate | 27.7% | 56.4%-28.7pp | 67.5%-39.8pp | 67.7%-40.0pp |
| Annual return | 12.86% | 21.70%-8.8pp | 66.67%-53.8pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $864 | $3,115-72.3% | $4,525-80.9% | $4,299-79.9% |
| Admin fee / account holder | $1,965 | $4,990-60.6% | $6,162-68.1% | $6,924-71.6% |