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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 | $19,816 | $76,407-74.1% | $150,298-86.8% | $82,448-76.0% |
| Participation rate | 58.5% | 66.4%-7.9pp | 77.8%-19.2pp | 68.1%-9.5pp |
| Annual return | 17.81% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,781 | $3,214+48.7% | $5,453-12.3% | $4,139+15.5% |
| Admin fee / account holder | $4,270 | $6,352-32.8% | $14,116-69.8% | $7,234-41.0% |