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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 | $19,444 | $43,344-55.1% | $59,899-67.5% | $64,173-69.7% |
| Participation rate | 37.9% | 69.2%-31.2pp | 74.7%-36.8pp | 69.6%-31.6pp |
| Annual return | 11.70% | -1.55%+13.3pp | 3.46%+8.2pp | 7.63%+4.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,681 | $2,547-34.0% | $3,402-50.6% | $3,470-51.5% |
| Admin fee / account holder | $3,001 | $3,008-0.2% | $3,592-16.5% | $4,887-38.6% |