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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 | $25,744 | $43,075-40.2% | $74,577-65.5% | $62,881-59.1% |
| Participation rate | 23.1% | 58.1%-35.0pp | 68.1%-45.0pp | 69.3%-46.2pp |
| Annual return | 11.71% | 17.50%-5.8pp | 20.47%-8.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,061 | $2,389+28.1% | $3,458-11.5% | $3,203-4.4% |
| Admin fee / account holder | $7,935 | $2,840+179.4% | $4,138+91.8% | $4,296+84.7% |