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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 | $12,929 | $45,079-71.3% | $69,461-81.4% | $72,983-82.3% |
| Participation rate | 58.6% | 68.5%-9.9pp | 74.6%-16.0pp | 69.5%-10.9pp |
| Annual return | 25.91% | 22.65%+3.3pp | 28.97%-3.1pp | 81.01%-55.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,148 | $2,603+21.0% | $3,536-11.0% | $3,608-12.7% |
| Admin fee / account holder | $4,232 | $3,056+38.5% | $3,840+10.2% | $5,124-17.4% |