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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 | $25,397 | $90,745-72.0% | $130,231-80.5% | $75,173-66.2% |
| Participation rate | 27.3% | 71.1%-43.8pp | 76.3%-49.0pp | 67.2%-39.9pp |
| Annual return | 18.93% | 34.45%-15.5pp | 38.86%-19.9pp | 160.72%-141.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,534 | $5,362-52.7% | $6,799-62.7% | $4,126-38.6% |
| Admin fee / account holder | $8,637 | $6,331+36.4% | $6,020+43.5% | $5,651+52.8% |