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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 | $26,039 | $67,602-61.5% | $82,312-68.4% | $70,126-62.9% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.2pp |
| Annual return | 23.87% | 21.57%+2.3pp | 25.88%-2.0pp | 73.15%-49.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,333 | $2,987+45.1% | $3,706+16.9% | $3,332+30.1% |
| Admin fee / account holder | $998 | $4,512-77.9% | $5,608-82.2% | $4,645-78.5% |