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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 | $18,256 | $76,407-76.1% | $150,298-87.9% | $82,448-77.9% |
| Participation rate | 59.3% | 66.4%-7.1pp | 77.8%-18.5pp | 68.1%-8.8pp |
| Annual return | 21.55% | 39.99%-18.4pp | 62.79%-41.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,230 | $3,214-30.6% | $5,453-59.1% | $4,139-46.1% |
| Admin fee / account holder | $649 | $6,352-89.8% | $14,116-95.4% | $7,234-91.0% |