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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 | $25,859 | $106,524-75.7% | $152,301-83.0% | $87,485-70.4% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.4%-24.8pp | 68.9%-11.2pp |
| Annual return | 38.05% | 26.89%+11.2pp | 80.50%-42.4pp | 26.06%+12.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,809 | $6,525-11.0% | $8,004-27.4% | $4,274+35.9% |
| Admin fee / account holder | $2,128 | $8,287-74.3% | $14,398-85.2% | $7,775-72.6% |