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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 | $28,472 | $51,202-44.4% | $70,548-59.6% | $75,181-62.1% |
| Participation rate | 43.3% | 61.0%-17.7pp | 68.3%-25.0pp | 67.2%-23.9pp |
| Annual return | 15.42% | 30.05%-14.6pp | 32.78%-17.4pp | 160.69%-145.3pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,211 | $2,850-22.4% | $4,567-51.6% | $4,126-46.4% |
| Admin fee / account holder | $2,236 | $4,094-45.4% | $6,424-65.2% | $5,650-60.4% |