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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 | $22,346 | $76,551-70.8% | $123,894-82.0% | $62,881-64.5% |
| Participation rate | 50.5% | 73.0%-22.4pp | 81.4%-30.9pp | 69.3%-18.8pp |
| Annual return | 13.81% | 18.68%-4.9pp | 47.52%-33.7pp | 20.14%-6.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,044 | $4,840+86.9% | $5,984+51.1% | $3,203+182.4% |
| Admin fee / account holder | $3,324 | $4,826-31.1% | $8,357-60.2% | $4,296-22.6% |