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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 | $29,908 | $86,940-65.6% | $102,434-70.8% | $80,935-63.0% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 15.00% | 18.89%-3.9pp | 29.46%-14.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,622 | $4,121+84.9% | $5,055+50.8% | $4,299+77.3% |
| Admin fee / account holder | $7,619 | $8,047-5.3% | $9,462-19.5% | $6,924+10.0% |