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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 | $18,773 | $81,358-76.9% | $155,556-87.9% | $80,959-76.8% |
| Participation rate | 32.3% | 66.3%-34.0pp | 78.2%-46.0pp | 67.7%-35.4pp |
| Annual return | 12.40% | 33.39%-21.0pp | 64.84%-52.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,278 | $3,455-34.1% | $5,631-59.5% | $4,300-47.0% |
| Admin fee / account holder | $773 | $7,994-90.3% | $15,885-95.1% | $6,925-88.8% |