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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 | $24,976 | $62,589-60.1% | $76,768-67.5% | $64,173-61.1% |
| Participation rate | 51.4% | 72.8%-21.5pp | 77.0%-25.6pp | 69.6%-18.2pp |
| Annual return | 31.96% | -1.95%+33.9pp | 2.43%+29.5pp | 7.63%+24.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,133 | $3,145+95.0% | $3,852+59.2% | $3,470+76.8% |
| Admin fee / account holder | $4,419 | $4,667-5.3% | $6,675-33.8% | $4,887-9.6% |