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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 | $17,610 | $106,247-83.4% | $96,515-81.8% | $139,466-87.4% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 18.21% | 38.47%-20.3pp | 35.73%-17.5pp | 373.66%-355.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,052 | $5,456-62.4% | $4,880-58.0% | $6,712-69.4% |
| Admin fee / account holder | $382 | $7,885-95.2% | $6,735-94.3% | $11,409-96.7% |