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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 | $75,541-58.5% | $152,093-79.4% | $82,637-62.1% |
| Participation rate | 48.1% | 66.5%-18.4pp | 77.8%-29.6pp | 68.1%-19.9pp |
| Annual return | 20.60% | 32.56%-12.0pp | 66.36%-45.8pp | 53.51%-32.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,582 | $3,206+42.9% | $5,451-15.9% | $4,126+11.1% |
| Admin fee / account holder | $5,439 | $6,405-15.1% | $14,497-62.5% | $7,339-25.9% |