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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 | $24,214 | $70,486-65.6% | $100,528-75.9% | $79,852-69.7% |
| Participation rate | 63.8% | 73.6%-9.9pp | 79.4%-15.6pp | 69.6%-5.9pp |
| Annual return | 15.95% | 21.90%-6.0pp | 30.90%-14.9pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,426 | $5,182-53.2% | $6,271-61.3% | $3,740-35.1% |
| Admin fee / account holder | $1,246 | $4,480-72.2% | $8,084-84.6% | $5,306-76.5% |