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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 | $17,073 | $185,312-90.8% | $161,489-89.4% | $154,746-89.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 21.27% | 103.84%-82.6pp | 89.72%-68.4pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,147 | $6,350-66.2% | $5,630-61.9% | $6,730-68.1% |
| Admin fee / account holder | $2,158 | $18,654-88.4% | $16,006-86.5% | $14,365-85.0% |