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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 | $28,452 | $64,920-56.2% | $103,693-72.6% | $86,983-67.3% |
| Participation rate | 62.2% | 63.6%-1.4pp | 72.6%-10.4pp | 69.5%-7.3pp |
| Annual return | 14.40% | 30.29%-15.9pp | 47.61%-33.2pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,117 | $3,241-65.5% | $4,579-75.6% | $4,194-73.4% |
| Admin fee / account holder | $554 | $6,191-91.0% | $7,858-92.9% | $7,856-92.9% |