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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 | $24,223 | $106,864-77.3% | $147,318-83.6% | $82,637-70.7% |
| Participation rate | 68.0% | 75.5%-7.5pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 20.18% | 27.49%-7.3pp | 70.43%-50.2pp | 53.51%-33.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,340 | $6,496-33.2% | $7,906-45.1% | $4,126+5.2% |
| Admin fee / account holder | $336 | $8,415-96.0% | $13,708-97.6% | $7,339-95.4% |