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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 | $16,571 | $76,407-78.3% | $150,298-89.0% | $82,448-79.9% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 22.14% | 39.99%-17.9pp | 62.79%-40.6pp | 41.64%-19.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,979 | $3,214-7.3% | $5,453-45.4% | $4,139-28.0% |
| Admin fee / account holder | $336 | $6,352-94.7% | $14,116-97.6% | $7,234-95.4% |