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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 | $18,666 | $107,733-82.7% | $92,985-79.9% | $154,746-87.9% |
| Participation rate | 69.2% | 74.6%-5.3pp | 69.5%-0.3pp | 80.7%-11.5pp |
| Annual return | 21.57% | 30.39%-8.8pp | 27.99%-6.4pp | 172.34%-150.8pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,868 | $5,053-43.2% | $4,377-34.5% | $6,730-57.4% |
| Admin fee / account holder | $359 | $11,369-96.8% | $9,463-96.2% | $14,365-97.5% |