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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 | $8,007 | $57,590-86.1% | $86,233-90.7% | $82,448-90.3% |
| Participation rate | 53.6% | 57.9%-4.3pp | 69.0%-15.4pp | 68.1%-14.5pp |
| Annual return | 17.63% | 22.41%-4.8pp | 61.39%-43.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,222 | $3,080-60.3% | $4,559-73.2% | $4,139-70.5% |
| Admin fee / account holder | $358 | $4,730-92.4% | $8,342-95.7% | $7,234-95.1% |