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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 | $29,464 | $136,860-78.5% | $120,344-75.5% | $154,746-81.0% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 10.80% | 21.38%-10.6pp | 20.30%-9.5pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,227 | $5,793-44.3% | $5,135-37.2% | $6,730-52.1% |
| Admin fee / account holder | $4,923 | $15,393-68.0% | $12,742-61.4% | $14,365-65.7% |