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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 | $20,826 | $72,027-71.1% | $185,861-88.8% | $79,856-73.9% |
| Participation rate | 65.5% | 65.8%-0.3pp | 78.0%-12.5pp | 69.6%-4.1pp |
| Annual return | 16.81% | 23.13%-6.3pp | 35.96%-19.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,371 | $3,780-10.8% | $5,634-40.2% | $3,741-9.9% |
| Admin fee / account holder | $4,836 | $4,513+7.2% | $9,503-49.1% | $5,306-8.9% |