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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 | $25,682 | $124,980-79.5% | $108,359-76.3% | $154,746-83.4% |
| Participation rate | 52.2% | 75.2%-23.0pp | 70.1%-17.9pp | 80.7%-28.5pp |
| Annual return | 17.72% | 45.00%-27.3pp | 36.89%-19.2pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,231 | $4,743-53.0% | $4,137-46.1% | $6,730-66.8% |
| Admin fee / account holder | $809 | $11,502-93.0% | $9,741-91.7% | $14,365-94.4% |