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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 | $21,058 | $64,462-67.3% | $81,482-74.2% | $80,911-74.0% |
| Participation rate | 19.5% | 63.9%-44.4pp | 69.5%-50.0pp | 67.6%-48.1pp |
| Annual return | 13.73% | 16.35%-2.6pp | 24.79%-11.1pp | 35.63%-21.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,416 | $3,094-54.2% | $3,885-63.6% | $4,297-67.1% |
| Admin fee / account holder | $542 | $5,678-90.5% | $5,761-90.6% | $6,935-92.2% |