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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 | $12,060 | $114,119-89.4% | $107,187-88.7% | $138,895-91.3% |
| Participation rate | 61.9% | 78.1%-16.2pp | 75.0%-13.1pp | 79.9%-18.0pp |
| Annual return | 24.47% | 273.21%-248.7pp | 204.55%-180.1pp | 145.39%-120.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,901 | $5,538-47.6% | $5,096-43.1% | $6,396-54.6% |
| Admin fee / account holder | $983 | $10,024-90.2% | $9,162-89.3% | $12,562-92.2% |