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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 | $26,723 | $78,520-66.0% | $96,576-72.3% | $82,448-67.6% |
| Participation rate | 60.0% | 77.7%-17.7pp | 81.4%-21.4pp | 68.1%-8.1pp |
| Annual return | 47.90% | 41.30%+6.6pp | 38.47%+9.4pp | 41.64%+6.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,880 | $6,754+31.5% | $7,956+11.6% | $4,139+114.5% |
| Admin fee / account holder | $782 | $13,455-94.2% | $11,381-93.1% | $7,234-89.2% |