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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 | $22,514 | $77,817-71.1% | $123,553-81.8% | $64,173-64.9% |
| Participation rate | 59.5% | 74.7%-15.2pp | 82.3%-22.8pp | 69.6%-10.1pp |
| Annual return | 22.95% | 12.49%+10.5pp | 119.21%-96.3pp | 7.63%+15.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,562 | $5,240+25.2% | $6,426+2.1% | $3,470+89.1% |
| Admin fee / account holder | $1,242 | $5,519-77.5% | $9,284-86.6% | $4,887-74.6% |