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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 | $75,541-65.4% | $152,093-82.8% | $82,637-68.4% |
| Participation rate | 64.2% | 66.5%-2.4pp | 77.8%-13.6pp | 68.1%-3.9pp |
| Annual return | 29.55% | 32.56%-3.0pp | 66.36%-36.8pp | 53.51%-24.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,611 | $3,206-18.6% | $5,451-52.1% | $4,126-36.7% |
| Admin fee / account holder | $1,923 | $6,405-70.0% | $14,497-86.7% | $7,339-73.8% |