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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 | $21,019 | $72,607-71.1% | $90,259-76.7% | $87,485-76.0% |
| Participation rate | 38.5% | 64.8%-26.3pp | 70.7%-32.3pp | 68.9%-30.5pp |
| Annual return | 22.30% | 18.59%+3.7pp | 18.88%+3.4pp | 26.06%-3.8pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,300 | $3,055-57.4% | $3,827-66.0% | $4,274-69.6% |
| Admin fee / account holder | $314 | $5,947-94.7% | $7,267-95.7% | $7,775-96.0% |