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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 | $25,292 | $63,082-59.9% | $81,726-69.1% | $79,856-68.3% |
| Participation rate | 52.8% | 67.5%-14.8pp | 72.0%-19.2pp | 69.6%-16.9pp |
| Annual return | 19.09% | 22.66%-3.6pp | 29.49%-10.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,213 | $2,780-20.4% | $7,108-68.9% | $3,741-40.8% |
| Admin fee / account holder | $1,631 | $4,428-63.2% | $5,160-68.4% | $5,306-69.3% |