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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 | $17,813 | $57,590-69.1% | $86,233-79.3% | $82,448-78.4% |
| Participation rate | 68.0% | 57.9%+10.1pp | 69.0%-1.0pp | 68.1%-0.1pp |
| Annual return | 20.32% | 22.41%-2.1pp | 61.39%-41.1pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,562 | $3,080+15.7% | $4,559-21.9% | $4,139-13.9% |
| Admin fee / account holder | $973 | $4,730-79.4% | $8,342-88.3% | $7,234-86.5% |