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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 | $26,769 | $70,475-62.0% | $100,530-73.4% | $79,858-66.5% |
| Participation rate | 51.1% | 73.7%-22.5pp | 79.4%-28.3pp | 69.6%-18.5pp |
| Annual return | 27.38% | 21.90%+5.5pp | 30.89%-3.5pp | 31.72%-4.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,729 | $5,181-28.0% | $6,271-40.5% | $3,740-0.3% |
| Admin fee / account holder | $358 | $4,478-92.0% | $8,083-95.6% | $5,306-93.3% |