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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 | $26,039 | $78,520-66.8% | $96,576-73.0% | $82,448-68.4% |
| Participation rate | 56.6% | 77.7%-21.1pp | 81.4%-24.8pp | 68.1%-11.4pp |
| Annual return | 26.49% | 41.30%-14.8pp | 38.47%-12.0pp | 41.64%-15.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,163 | $6,754-23.6% | $7,956-35.1% | $4,139+24.7% |
| Admin fee / account holder | $4,367 | $13,455-67.5% | $11,381-61.6% | $7,234-39.6% |