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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 | $31,940 | $70,486-54.7% | $100,535-68.2% | $79,856-60.0% |
| Participation rate | 66.3% | 73.6%-7.4pp | 79.4%-13.1pp | 69.6%-3.3pp |
| Annual return | 29.77% | 21.90%+7.9pp | 30.90%-1.1pp | 31.71%-1.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,823 | $5,182+108.9% | $6,271+72.6% | $3,741+189.3% |
| Admin fee / account holder | $5,595 | $4,480+24.9% | $8,085-30.8% | $5,306+5.4% |