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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 | $15,879 | $58,057-72.6% | $97,032-83.6% | $86,983-81.7% |
| Participation rate | 24.2% | 60.4%-36.1pp | 71.6%-47.3pp | 69.5%-45.3pp |
| Annual return | 16.63% | 22.26%-5.6pp | 35.38%-18.7pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $881 | $3,244-72.8% | $4,672-81.1% | $4,194-79.0% |
| Admin fee / account holder | $2,034 | $4,839-58.0% | $9,418-78.4% | $7,856-74.1% |