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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 | $19,918 | $90,400-78.0% | $186,193-89.3% | $87,485-77.2% |
| Participation rate | 59.4% | 66.2%-6.8pp | 77.1%-17.7pp | 68.9%-9.6pp |
| Annual return | 15.11% | 22.15%-7.0pp | 78.03%-62.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,517 | $4,330-41.9% | $6,513-61.4% | $4,274-41.1% |
| Admin fee / account holder | $930 | $8,673-89.3% | $11,058-91.6% | $7,775-88.0% |