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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 | $27,263 | $75,541-63.9% | $152,093-82.1% | $82,637-67.0% |
| Participation rate | 52.0% | 66.5%-14.5pp | 77.8%-25.8pp | 68.1%-16.1pp |
| Annual return | 20.17% | 32.56%-12.4pp | 66.36%-46.2pp | 53.51%-33.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,398 | $3,206+6.0% | $5,451-37.7% | $4,126-17.6% |
| Admin fee / account holder | $1,957 | $6,405-69.4% | $14,497-86.5% | $7,339-73.3% |