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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 | $28,897 | $211,288-86.3% | $178,540-83.8% | $145,884-80.2% |
| Participation rate | 61.9% | 80.8%-18.9pp | 77.1%-15.2pp | 80.3%-18.4pp |
| Annual return | 20.60% | 30.27%-9.7pp | 27.15%-6.6pp | 551.85%-531.2pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,874 | $6,967-1.3% | $6,281+9.4% | $6,690+2.8% |
| Admin fee / account holder | $661 | $12,105-94.5% | $10,424-93.7% | $13,392-95.1% |