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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 | $22,477 | $57,140-60.7% | $85,240-73.6% | $80,959-72.2% |
| Participation rate | 52.0% | 56.4%-4.4pp | 67.5%-15.5pp | 67.7%-15.7pp |
| Annual return | 14.48% | 21.71%-7.2pp | 66.75%-52.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,852 | $3,115+87.8% | $4,527+29.3% | $4,300+36.1% |
| Admin fee / account holder | $1,409 | $4,992-71.8% | $6,165-77.1% | $6,925-79.7% |