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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 | $15,476 | $43,075-64.1% | $74,577-79.2% | $62,881-75.4% |
| Participation rate | 47.4% | 58.1%-10.7pp | 68.1%-20.7pp | 69.3%-21.9pp |
| Annual return | 7.07% | 17.50%-10.4pp | 20.47%-13.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,206 | $2,389-49.5% | $3,458-65.1% | $3,203-62.3% |
| Admin fee / account holder | $417 | $2,840-85.3% | $4,138-89.9% | $4,296-90.3% |