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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 | $26,599 | $57,057-53.4% | $85,009-68.7% | $80,874-67.1% |
| Participation rate | 18.5% | 56.4%-37.9pp | 67.5%-49.0pp | 67.6%-49.2pp |
| Annual return | 16.86% | 21.66%-4.8pp | 66.47%-49.6pp | 35.62%-18.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,311 | $3,112+38.6% | $4,522-4.6% | $4,297+0.3% |
| Admin fee / account holder | $7,317 | $4,986+46.7% | $6,153+18.9% | $6,935+5.5% |