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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 | $22,490 | $76,551-70.6% | $123,894-81.8% | $62,881-64.2% |
| Participation rate | 31.7% | 73.0%-41.3pp | 81.4%-49.7pp | 69.3%-37.6pp |
| Annual return | 8.91% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,956 | $4,840-38.9% | $5,984-50.6% | $3,203-7.7% |
| Admin fee / account holder | $6,047 | $4,826+25.3% | $8,357-27.6% | $4,296+40.8% |