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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 | $19,706 | $57,140-65.5% | $85,240-76.9% | $80,959-75.7% |
| Participation rate | 45.3% | 56.4%-11.1pp | 67.5%-22.2pp | 67.7%-22.4pp |
| Annual return | 14.91% | 21.71%-6.8pp | 66.75%-51.8pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,548 | $3,115+46.0% | $4,527+0.5% | $4,300+5.8% |
| Admin fee / account holder | $1,377 | $4,992-72.4% | $6,165-77.7% | $6,925-80.1% |