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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 | $20,518 | $78,520-73.9% | $96,576-78.8% | $82,448-75.1% |
| Participation rate | 65.0% | 77.7%-12.7pp | 81.4%-16.4pp | 68.1%-3.1pp |
| Annual return | 23.68% | 41.30%-17.6pp | 38.47%-14.8pp | 41.64%-18.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,583 | $6,754-32.1% | $7,956-42.4% | $4,139+10.7% |
| Admin fee / account holder | $552 | $13,455-95.9% | $11,381-95.2% | $7,234-92.4% |