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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 | $26,101 | $77,814-66.5% | $158,223-83.5% | $86,983-70.0% |
| Participation rate | 64.2% | 68.4%-4.3pp | 79.2%-15.0pp | 69.5%-5.4pp |
| Annual return | 29.55% | 30.54%-1.0pp | 52.09%-22.5pp | 25.83%+3.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,611 | $3,270-20.2% | $5,467-52.2% | $4,194-37.8% |
| Admin fee / account holder | $1,923 | $5,879-67.3% | $16,047-88.0% | $7,856-75.5% |