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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 | $26,076 | $93,064-72.0% | $74,577-65.0% | $273,972-90.5% |
| Participation rate | 45.8% | 74.9%-29.1pp | 68.1%-22.3pp | 83.0%-37.2pp |
| Annual return | 6.86% | 26.18%-19.3pp | 20.47%-13.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,959 | $4,160-52.9% | $3,458-43.3% | $5,287-62.9% |
| Admin fee / account holder | $989 | $5,273-81.2% | $4,138-76.1% | $10,133-90.2% |