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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 | $16,602 | $91,198-81.8% | $178,503-90.7% | $79,856-79.2% |
| Participation rate | 65.9% | 69.2%-3.3pp | 81.9%-16.0pp | 69.6%-3.7pp |
| Annual return | 21.69% | 24.20%-2.5pp | 151.12%-129.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,373 | $3,237-57.6% | $5,202-73.6% | $3,741-63.3% |
| Admin fee / account holder | $319 | $6,748-95.3% | $13,987-97.7% | $5,306-94.0% |