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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 | $26,599 | $57,073-53.4% | $85,126-68.8% | $80,925-67.1% |
| Participation rate | 18.5% | 56.4%-37.9pp | 67.5%-49.1pp | 67.7%-49.2pp |
| Annual return | 16.86% | 21.69%-4.8pp | 66.63%-49.8pp | 35.65%-18.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,311 | $3,113+38.5% | $4,523-4.7% | $4,299+0.3% |
| Admin fee / account holder | $7,317 | $4,988+46.7% | $6,160+18.8% | $6,940+5.4% |