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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 | $23,576 | $93,598-74.8% | $135,974-82.7% | $75,173-68.6% |
| Participation rate | 44.9% | 75.2%-30.3pp | 81.9%-37.0pp | 67.2%-22.3pp |
| Annual return | 19.30% | 30.89%-11.6pp | 68.30%-49.0pp | 160.72%-141.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,740 | $6,405-26.0% | $7,760-38.9% | $4,126+14.9% |
| Admin fee / account holder | $1,775 | $6,978-74.6% | $10,767-83.5% | $5,651-68.6% |