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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 | $24,051 | $76,551-68.6% | $123,894-80.6% | $62,881-61.8% |
| Participation rate | 54.3% | 73.0%-18.7pp | 81.4%-27.1pp | 69.3%-15.0pp |
| Annual return | 27.46% | 18.68%+8.8pp | 47.52%-20.1pp | 20.14%+7.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,277 | $4,840-11.6% | $5,984-28.5% | $3,203+33.5% |
| Admin fee / account holder | $1,334 | $4,826-72.4% | $8,357-84.0% | $4,296-68.9% |