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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 | $21,537 | $69,590-69.1% | $136,867-84.3% | $94,015-77.1% |
| Participation rate | 39.5% | 66.3%-26.8pp | 74.5%-35.0pp | 70.8%-31.3pp |
| Annual return | 15.85% | 19.62%-3.8pp | 42.97%-27.1pp | 17.84%-2.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,646 | $3,437-23.0% | $4,924-46.3% | $4,249-37.7% |
| Admin fee / account holder | $4,553 | $8,912-48.9% | $10,340-56.0% | $8,951-49.1% |