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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 | $31,989 | $86,050-62.8% | $189,758-83.1% | $94,015-66.0% |
| Participation rate | 57.1% | 68.9%-11.8pp | 79.8%-22.7pp | 70.8%-13.7pp |
| Annual return | 15.19% | 17.77%-2.6pp | 52.62%-37.4pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,905 | $3,349+16.6% | $5,856-33.3% | $4,249-8.1% |
| Admin fee / account holder | $7,740 | $6,627+16.8% | $20,388-62.0% | $8,951-13.5% |