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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 | $33,881 | $70,475-51.9% | $100,530-66.3% | $79,858-57.6% |
| Participation rate | 52.3% | 73.7%-21.3pp | 79.4%-27.1pp | 69.6%-17.3pp |
| Annual return | 23.78% | 21.90%+1.9pp | 30.89%-7.1pp | 31.72%-7.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,176 | $5,181+19.2% | $6,271-1.5% | $3,740+65.1% |
| Admin fee / account holder | $882 | $4,478-80.3% | $8,083-89.1% | $5,306-83.4% |