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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 | $27,082 | $93,617-71.1% | $135,982-80.1% | $75,177-64.0% |
| Participation rate | 51.9% | 75.2%-23.3pp | 81.9%-30.1pp | 67.2%-15.4pp |
| Annual return | 15.29% | 30.89%-15.6pp | 68.32%-53.0pp | 160.75%-145.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,237 | $6,406-49.5% | $7,760-58.3% | $4,126-21.6% |
| Admin fee / account holder | $2,912 | $6,980-58.3% | $10,767-73.0% | $5,651-48.5% |