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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 | $24,109 | $73,978-67.4% | $96,515-75.0% | $75,173-67.9% |
| Participation rate | 55.9% | 66.4%-10.5pp | 74.3%-18.5pp | 67.2%-11.3pp |
| Annual return | 28.95% | 26.72%+2.2pp | 35.73%-6.8pp | 160.72%-131.8pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,953 | $3,660-19.3% | $4,880-39.5% | $4,126-28.4% |
| Admin fee / account holder | $5,043 | $5,219-3.4% | $6,735-25.1% | $5,651-10.7% |