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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 | $7,946 | $102,938-92.3% | $94,105-91.6% | $138,895-94.3% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 22.16% | 250.28%-228.1pp | 204.55%-182.4pp | 145.39%-123.2pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,542 | $4,196-63.3% | $3,881-60.3% | $6,396-75.9% |
| Admin fee / account holder | $1,734 | $6,600-73.7% | $6,199-72.0% | $12,562-86.2% |