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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 | $20,601 | $56,287-63.4% | $80,977-74.6% | $62,881-67.2% |
| Participation rate | 46.2% | 68.9%-22.7pp | 75.8%-29.6pp | 69.3%-23.1pp |
| Annual return | 37.36% | 22.13%+15.2pp | 17.11%+20.3pp | 20.14%+17.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,495 | $4,196+7.1% | $5,696-21.1% | $3,203+40.3% |
| Admin fee / account holder | $1,988 | $3,742-46.9% | $5,517-64.0% | $4,296-53.7% |