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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 | $25,367 | $75,541-66.4% | $152,093-83.3% | $82,637-69.3% |
| Participation rate | 28.6% | 66.5%-38.0pp | 77.8%-49.2pp | 68.1%-39.5pp |
| Annual return | 17.31% | 32.56%-15.2pp | 66.36%-49.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,114 | $3,206-65.3% | $5,451-79.6% | $4,126-73.0% |
| Admin fee / account holder | $5,904 | $6,405-7.8% | $14,497-59.3% | $7,339-19.5% |