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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 | $11,471 | $81,358-85.9% | $155,556-92.6% | $80,959-85.8% |
| Participation rate | 65.7% | 66.3%-0.6pp | 78.2%-12.5pp | 67.7%-2.0pp |
| Annual return | 14.43% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,119 | $3,455-9.7% | $5,631-44.6% | $4,300-27.5% |
| Admin fee / account holder | $581 | $7,994-92.7% | $15,885-96.3% | $6,925-91.6% |