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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 | $20,104 | $76,407-73.7% | $150,298-86.6% | $82,448-75.6% |
| Participation rate | 69.0% | 66.4%+2.6pp | 77.8%-8.7pp | 68.1%+0.9pp |
| Annual return | 19.22% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,369 | $3,214-26.3% | $5,453-56.6% | $4,139-42.8% |
| Admin fee / account holder | $1,065 | $6,352-83.2% | $14,116-92.5% | $7,234-85.3% |