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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 | $22,249 | $78,670-71.7% | $109,173-79.6% | $85,847-74.1% |
| Participation rate | 65.8% | 68.3%-2.5pp | 75.9%-10.1pp | 69.3%-3.5pp |
| Annual return | 14.99% | 25.09%-10.1pp | 25.75%-10.8pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,455 | $3,467+115.0% | $4,654+60.2% | $3,952+88.6% |
| Admin fee / account holder | $1,629 | $5,469-70.2% | $6,755-75.9% | $6,261-74.0% |