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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 | $11,255 | $107,809-89.6% | $97,032-88.4% | $155,188-92.7% |
| Participation rate | 68.8% | 75.5%-6.7pp | 71.6%-2.8pp | 80.8%-12.1pp |
| Annual return | 12.77% | 38.06%-25.3pp | 35.38%-22.6pp | 148.84%-136.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,968 | $5,129-3.1% | $4,672+6.3% | $6,531-23.9% |
| Admin fee / account holder | $1,528 | $10,717-85.7% | $9,418-83.8% | $14,480-89.4% |