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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 | $26,685 | $135,956-80.4% | $123,894-78.5% | $273,972-90.3% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 13.76% | 56.63%-42.9pp | 47.52%-33.8pp | 41.46%-27.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,091 | $6,343+11.8% | $5,984+18.5% | $5,287+34.1% |
| Admin fee / account holder | $1,579 | $9,817-83.9% | $8,357-81.1% | $10,133-84.4% |