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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 | $26,506 | $47,848-44.6% | $81,473-67.5% | $70,126-62.2% |
| Participation rate | 58.8% | 58.3%+0.5pp | 68.0%-9.1pp | 69.5%-10.7pp |
| Annual return | 21.50% | 27.25%-5.7pp | 38.78%-17.3pp | 73.15%-51.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,714 | $2,453+255.2% | $3,537+146.4% | $3,332+161.5% |
| Admin fee / account holder | $6,341 | $3,145+101.6% | $4,561+39.0% | $4,645+36.5% |