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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 | $21,673 | $73,988-70.7% | $96,538-77.5% | $75,177-71.2% |
| Participation rate | 34.4% | 66.4%-32.0pp | 74.3%-39.9pp | 67.2%-32.8pp |
| Annual return | 20.45% | 26.73%-6.3pp | 35.74%-15.3pp | 160.75%-140.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,565 | $3,660-2.6% | $4,880-27.0% | $4,126-13.6% |
| Admin fee / account holder | $4,752 | $5,220-8.9% | $6,737-29.5% | $5,651-15.9% |