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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 | $86,919-65.6% | $102,457-70.8% | $80,911-63.0% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 15.00% | 18.90%-3.9pp | 29.41%-14.4pp | 35.63%-20.6pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,622 | $4,119+85.0% | $5,054+50.8% | $4,297+77.4% |
| Admin fee / account holder | $7,619 | $8,049-5.3% | $9,451-19.4% | $6,935+9.9% |