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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 | $57,140-53.4% | $85,240-68.8% | $80,959-67.1% |
| Participation rate | 18.5% | 56.4%-37.9pp | 67.5%-49.1pp | 67.7%-49.2pp |
| Annual return | 16.86% | 21.71%-4.9pp | 66.75%-49.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,311 | $3,115+38.4% | $4,527-4.8% | $4,300+0.3% |
| Admin fee / account holder | $7,317 | $4,992+46.6% | $6,165+18.7% | $6,925+5.7% |