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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 | $29,711 | $76,407-61.1% | $150,298-80.2% | $82,448-64.0% |
| Participation rate | 62.8% | 66.4%-3.6pp | 77.8%-15.0pp | 68.1%-5.3pp |
| Annual return | 18.34% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,385 | $3,214+5.3% | $5,453-37.9% | $4,139-18.2% |
| Admin fee / account holder | $1,007 | $6,352-84.1% | $14,116-92.9% | $7,234-86.1% |