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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 | $28,462 | $106,864-73.4% | $147,318-80.7% | $82,637-65.6% |
| Participation rate | 66.2% | 75.5%-9.3pp | 82.1%-15.9pp | 68.1%-1.9pp |
| Annual return | 16.67% | 27.49%-10.8pp | 70.43%-53.8pp | 53.51%-36.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,716 | $6,496-42.8% | $7,906-53.0% | $4,126-9.9% |
| Admin fee / account holder | $1,715 | $8,415-79.6% | $13,708-87.5% | $7,339-76.6% |