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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 | $11,961 | $115,225-89.6% | $100,712-88.1% | $138,895-91.4% |
| Participation rate | 57.9% | 74.3%-16.4pp | 69.3%-11.4pp | 79.9%-22.0pp |
| Annual return | 25.07% | 40.35%-15.3pp | 33.27%-8.2pp | 145.39%-120.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,597 | $4,699-44.7% | $4,085-36.4% | $6,396-59.4% |
| Admin fee / account holder | $545 | $10,844-95.0% | $9,256-94.1% | $12,562-95.7% |