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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 | $28,448 | $88,996-68.0% | $78,004-63.5% | $138,895-79.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.4%-9.4pp | 79.9%-19.9pp |
| Annual return | 21.48% | 28.03%-6.6pp | 31.07%-9.6pp | 145.39%-123.9pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,567 | $4,724-3.3% | $4,092+11.6% | $6,396-28.6% |
| Admin fee / account holder | $1,131 | $8,807-87.2% | $7,578-85.1% | $12,562-91.0% |