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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 | $18,335 | $58,600-68.7% | $83,327-78.0% | $64,173-71.4% |
| Participation rate | 66.2% | 72.0%-5.9pp | 77.8%-11.6pp | 69.6%-3.4pp |
| Annual return | 32.47% | 9.66%+22.8pp | 10.64%+21.8pp | 7.63%+24.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,030 | $4,656+29.5% | $5,565+8.4% | $3,470+73.8% |
| Admin fee / account holder | $577 | $9,282-93.8% | $7,540-92.4% | $4,887-88.2% |