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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 | $31,327 | $76,407-59.0% | $150,298-79.2% | $82,448-62.0% |
| Participation rate | 48.1% | 66.4%-18.2pp | 77.8%-29.6pp | 68.1%-19.9pp |
| Annual return | 20.60% | 39.99%-19.4pp | 62.79%-42.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,582 | $3,214+42.6% | $5,453-16.0% | $4,139+10.7% |
| Admin fee / account holder | $5,439 | $6,352-14.4% | $14,116-61.5% | $7,234-24.8% |