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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 | $25,941 | $32,425-20.0% | $74,577-65.2% | $55,167-53.0% |
| Participation rate | 36.5% | 54.0%-17.5pp | 68.1%-31.6pp | 69.0%-32.5pp |
| Annual return | 7.53% | 10.63%-3.1pp | 20.47%-12.9pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,863 | $1,995+43.5% | $3,458-17.2% | $3,054-6.2% |
| Admin fee / account holder | $2,403 | $748+221.1% | $4,138-41.9% | $504+376.9% |