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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 | $24,839 | $39,132-36.5% | $57,196-56.6% | $62,881-60.5% |
| Participation rate | 31.3% | 70.5%-39.2pp | 75.3%-44.1pp | 69.3%-38.1pp |
| Annual return | 6.65% | 9.24%-2.6pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $934 | $2,374-60.7% | $3,096-69.8% | $3,203-70.8% |
| Admin fee / account holder | $930 | $2,594-64.1% | $3,141-70.4% | $4,296-78.3% |