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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 | $26,055 | $41,377-37.0% | $109,313-76.2% | $62,881-58.6% |
| Participation rate | 22.0% | 57.5%-35.5pp | 71.3%-49.2pp | 69.3%-47.3pp |
| Annual return | 7.34% | 11.05%-3.7pp | 22.07%-14.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,240 | $2,045-39.4% | $3,166-60.9% | $3,203-61.3% |
| Admin fee / account holder | $2,368 | $2,884-17.9% | $5,666-58.2% | $4,296-44.9% |