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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 | $26,682 | $106,524-75.0% | $152,301-82.5% | $87,485-69.5% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.4%-42.4pp | 68.9%-28.9pp |
| Annual return | 15.51% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,212 | $6,525-4.8% | $8,004-22.4% | $4,274+45.4% |
| Admin fee / account holder | $13,154 | $8,287+58.7% | $14,398-8.6% | $7,775+69.2% |