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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 | $15,190 | $57,073-73.4% | $85,126-82.2% | $80,925-81.2% |
| Participation rate | 67.7% | 56.4%+11.3pp | 67.5%+0.2pp | 67.7%0pp |
| Annual return | 17.00% | 21.69%-4.7pp | 66.63%-49.6pp | 35.65%-18.6pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,686 | $3,113+18.4% | $4,523-18.5% | $4,299-14.2% |
| Admin fee / account holder | $722 | $4,988-85.5% | $6,160-88.3% | $6,940-89.6% |