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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 | $20,276 | $93,064-78.2% | $74,577-72.8% | $273,972-92.6% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 13.48% | 26.18%-12.7pp | 20.47%-7.0pp | 41.46%-28.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,636 | $4,160+11.4% | $3,458+34.1% | $5,287-12.3% |
| Admin fee / account holder | $2,932 | $5,273-44.4% | $4,138-29.1% | $10,133-71.1% |