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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 | $20,144 | $99,345-79.7% | $84,753-76.2% | $273,972-92.6% |
| Participation rate | 57.9% | 80.7%-22.8pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | 8.62% | 22.93%-14.3pp | 22.78%-14.2pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,955 | $4,270-54.2% | $3,712-47.3% | $5,287-63.0% |
| Admin fee / account holder | $585 | $6,645-91.2% | $5,333-89.0% | $10,133-94.2% |