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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 | $32,286 | $176,786-81.7% | $146,643-78.0% | $167,536-80.7% |
| Participation rate | 13.3% | 83.6%-70.3pp | 80.1%-66.7pp | 82.1%-68.8pp |
| Annual return | 21.97% | 24.04%-2.1pp | 22.75%-0.8pp | 478.82%-456.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,600 | $6,440-59.6% | $5,506-52.8% | $6,342-59.0% |
| Admin fee / account holder | $880 | $13,262-93.4% | $10,280-91.4% | $12,315-92.9% |