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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 | $23,886 | $71,215-66.5% | $93,696-74.5% | $80,935-70.5% |
| Participation rate | 68.6% | 60.4%+8.2pp | 68.7%-0.1pp | 67.7%+0.9pp |
| Annual return | 44.11% | 11.27%+32.8pp | 133.74%-89.6pp | 35.66%+8.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,436 | $4,037-14.9% | $4,417-22.2% | $4,299-20.1% |
| Admin fee / account holder | $556 | $6,958-92.0% | $8,287-93.3% | $6,924-92.0% |