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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 | $25,212 | $64,359-60.8% | $90,161-72.0% | $70,126-64.0% |
| Participation rate | 53.2% | 70.4%-17.2pp | 76.9%-23.6pp | 69.5%-16.3pp |
| Annual return | 27.16% | 28.13%-1.0pp | 34.89%-7.7pp | 73.15%-46.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,128 | $4,389+62.4% | $5,287+34.8% | $3,332+113.9% |
| Admin fee / account holder | $1,536 | $3,945-61.1% | $5,943-74.2% | $4,645-66.9% |