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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 | $27,794 | $63,365-56.1% | $91,994-69.8% | $72,975-61.9% |
| Participation rate | 42.6% | 72.5%-29.9pp | 78.6%-36.0pp | 69.5%-26.9pp |
| Annual return | 30.16% | 35.35%-5.2pp | 69.04%-38.9pp | 81.01%-50.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,088 | $4,883+4.2% | $5,924-14.1% | $3,608+41.0% |
| Admin fee / account holder | $2,280 | $4,670-51.2% | $7,744-70.6% | $5,124-55.5% |