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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 | $10,415 | $45,343-77.0% | $150,298-93.1% | $67,986-84.7% |
| Participation rate | 64.3% | 51.9%+12.4pp | 77.8%-13.5pp | 57.2%+7.1pp |
| Annual return | 20.08% | 33.28%-13.2pp | 62.79%-42.7pp | 31.67%-11.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,371 | $2,055+15.4% | $5,453-56.5% | $3,358-29.4% |
| Admin fee / account holder | $773 | $2,250-65.7% | $14,116-94.5% | $3,203-75.9% |