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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 | $13,915 | $49,255-71.7% | $70,494-80.3% | $79,856-82.6% |
| Participation rate | 62.5% | 69.2%-6.7pp | 75.1%-12.6pp | 69.6%-7.1pp |
| Annual return | 20.69% | 30.10%-9.4pp | 109.16%-88.5pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,510 | $2,768-9.3% | $3,711-32.4% | $3,741-32.9% |
| Admin fee / account holder | $652 | $2,879-77.4% | $3,848-83.1% | $5,306-87.7% |