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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 | $24,455 | $76,551-68.1% | $123,894-80.3% | $62,881-61.1% |
| Participation rate | 60.7% | 73.0%-12.3pp | 81.4%-20.7pp | 69.3%-8.6pp |
| Annual return | 12.46% | 18.68%-6.2pp | 47.52%-35.1pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,759 | $4,840+39.7% | $5,984+13.0% | $3,203+111.0% |
| Admin fee / account holder | $5,270 | $4,826+9.2% | $8,357-36.9% | $4,296+22.7% |