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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 | $22,606 | $88,996-74.6% | $78,004-71.0% | $138,895-83.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 24.50% | 28.03%-3.5pp | 31.07%-6.6pp | 145.39%-120.9pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,716 | $4,724+296.2% | $4,092+357.4% | $6,396+192.6% |
| Admin fee / account holder | $549 | $8,807-93.8% | $7,578-92.8% | $12,562-95.6% |