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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 | $58,197 | $79,955-27.2% | $98,461-40.9% | $75,173-22.6% |
| Participation rate | 23.7% | 70.4%-46.6pp | 75.2%-51.4pp | 67.2%-43.5pp |
| Annual return | 19.44% | 19.75%-0.3pp | 21.17%-1.7pp | 160.72%-141.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,713 | $3,752-54.4% | $4,738-63.8% | $4,126-58.5% |
| Admin fee / account holder | $1,286 | $6,841-81.2% | $8,961-85.7% | $5,651-77.2% |