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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 | $27,660 | $57,590-52.0% | $86,233-67.9% | $82,448-66.5% |
| Participation rate | 51.7% | 57.9%-6.1pp | 69.0%-17.3pp | 68.1%-16.3pp |
| Annual return | 17.67% | 22.41%-4.7pp | 61.39%-43.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,381 | $3,080+9.8% | $4,559-25.8% | $4,139-18.3% |
| Admin fee / account holder | $2,018 | $4,730-57.3% | $8,342-75.8% | $7,234-72.1% |