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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 | $18,603 | $41,377-55.0% | $109,313-83.0% | $62,881-70.4% |
| Participation rate | 36.5% | 57.5%-21.0pp | 71.3%-34.7pp | 69.3%-32.8pp |
| Annual return | 16.22% | 11.05%+5.2pp | 22.07%-5.8pp | 20.14%-3.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,191 | $2,045-41.8% | $3,166-62.4% | $3,203-62.8% |
| Admin fee / account holder | $481 | $2,884-83.3% | $5,666-91.5% | $4,296-88.8% |