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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 | $16,143 | $174,379-90.7% | $152,093-89.4% | $138,895-88.4% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 35.53% | 74.86%-39.3pp | 66.36%-30.8pp | 145.39%-109.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,103 | $6,159-0.9% | $5,451+12.0% | $6,396-4.6% |
| Admin fee / account holder | $2,412 | $16,880-85.7% | $14,497-83.4% | $12,562-80.8% |