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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 | $24,641 | $63,365-61.1% | $91,994-73.2% | $72,976-66.2% |
| Participation rate | 58.5% | 72.5%-14.0pp | 78.6%-20.1pp | 69.5%-11.0pp |
| Annual return | 34.54% | 35.35%-0.8pp | 69.04%-34.5pp | 81.02%-46.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,550 | $4,883+34.1% | $5,924+10.6% | $3,608+81.6% |
| Admin fee / account holder | $970 | $4,670-79.2% | $7,744-87.5% | $5,124-81.1% |