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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 | $16,653 | $45,087-63.1% | $69,483-76.0% | $72,976-77.2% |
| Participation rate | 41.7% | 68.5%-26.8pp | 74.6%-32.9pp | 69.5%-27.8pp |
| Annual return | 11.21% | 22.67%-11.5pp | 28.99%-17.8pp | 81.02%-69.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,359 | $2,603-47.8% | $3,537-61.6% | $3,608-62.3% |
| Admin fee / account holder | $1,453 | $3,057-52.5% | $3,841-62.2% | $5,124-71.7% |