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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 | $25,885 | $71,230-63.7% | $93,727-72.4% | $80,959-68.0% |
| Participation rate | 57.3% | 60.4%-3.1pp | 68.7%-11.4pp | 67.7%-10.4pp |
| Annual return | 10.01% | 11.26%-1.2pp | 133.83%-123.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,587 | $4,037-35.9% | $4,417-41.4% | $4,300-39.8% |
| Admin fee / account holder | $653 | $6,961-90.6% | $8,292-92.1% | $6,925-90.6% |