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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 | $99,053-88.6% | $88,179-87.2% | $138,895-91.9% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.1%-0.4pp | 79.9%-11.2pp |
| Annual return | 12.77% | 78.17%-65.4pp | 64.97%-52.2pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,968 | $5,225-4.9% | $4,614+7.7% | $6,396-22.3% |
| Admin fee / account holder | $1,528 | $8,748-82.5% | $7,673-80.1% | $12,562-87.8% |