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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 | $16,783 | $49,239-65.9% | $70,462-76.2% | $79,858-79.0% |
| Participation rate | 63.4% | 69.2%-5.8pp | 75.1%-11.7pp | 69.6%-6.3pp |
| Annual return | 36.95% | 30.08%+6.9pp | 109.08%-72.1pp | 31.72%+5.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,549 | $2,769+100.4% | $3,710+49.6% | $3,740+48.4% |
| Admin fee / account holder | $1,276 | $2,876-55.6% | $3,845-66.8% | $5,306-76.0% |