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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 | $28,422 | $136,860-79.2% | $120,344-76.4% | $154,746-81.6% |
| Participation rate | 55.6% | 79.9%-24.3pp | 76.7%-21.2pp | 80.7%-25.1pp |
| Annual return | 20.55% | 21.38%-0.8pp | 20.30%+0.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,152 | $5,793-11.1% | $5,135+0.3% | $6,730-23.5% |
| Admin fee / account holder | $377 | $15,393-97.5% | $12,742-97.0% | $14,365-97.4% |