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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 | $22,346 | $81,504-72.6% | $102,437-78.2% | $80,959-72.4% |
| Participation rate | 62.9% | 66.9%-4.0pp | 74.5%-11.7pp | 67.7%-4.8pp |
| Annual return | 14.17% | 25.60%-11.4pp | 24.95%-10.8pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,692 | $3,871-30.5% | $5,060-46.8% | $4,300-37.4% |
| Admin fee / account holder | $1,660 | $6,719-75.3% | $8,388-80.2% | $6,925-76.0% |