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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 | $29,665 | $81,504-63.6% | $102,437-71.0% | $80,959-63.4% |
| Participation rate | 40.8% | 66.9%-26.0pp | 74.5%-33.7pp | 67.7%-26.9pp |
| Annual return | 27.89% | 25.60%+2.3pp | 24.95%+2.9pp | 35.67%-7.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,253 | $3,871+35.7% | $5,060+3.8% | $4,300+22.1% |
| Admin fee / account holder | $4,884 | $6,719-27.3% | $8,388-41.8% | $6,925-29.5% |