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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 | $29,233 | $215,361-86.4% | $171,082-82.9% | $273,968-89.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 76.7%-43.4pp | 83.0%-49.7pp |
| Annual return | 8.62% | 25.14%-16.5pp | 32.56%-23.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,129 | $5,543-79.6% | $4,797-76.5% | $5,287-78.7% |
| Admin fee / account holder | $882 | $10,846-91.9% | $8,520-89.6% | $10,132-91.3% |