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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 | $27,399 | $73,955-63.0% | $96,520-71.6% | $75,181-63.6% |
| Participation rate | 41.2% | 66.4%-25.2pp | 74.3%-33.2pp | 67.2%-26.0pp |
| Annual return | 21.93% | 26.72%-4.8pp | 35.72%-13.8pp | 160.69%-138.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,076 | $3,659+11.4% | $4,879-16.5% | $4,126-1.2% |
| Admin fee / account holder | $1,008 | $5,217-80.7% | $6,733-85.0% | $5,650-82.2% |