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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 | $23,131 | $63,809-63.7% | $81,353-71.6% | $80,935-71.4% |
| Participation rate | 44.2% | 63.9%-19.7pp | 69.5%-25.4pp | 67.7%-23.5pp |
| Annual return | 11.04% | 16.37%-5.3pp | 24.82%-13.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,715 | $3,093-44.5% | $3,885-55.8% | $4,299-60.1% |
| Admin fee / account holder | $1,684 | $5,686-70.4% | $5,766-70.8% | $6,924-75.7% |