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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 | $19,147 | $118,496-83.8% | $98,461-80.6% | $139,466-86.3% |
| Participation rate | 61.5% | 77.5%-15.9pp | 75.2%-13.6pp | 80.3%-18.8pp |
| Annual return | 15.21% | 18.96%-3.8pp | 21.17%-6.0pp | 373.66%-358.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,366 | $5,393-37.6% | $4,738-29.0% | $6,712-49.9% |
| Admin fee / account holder | $594 | $14,056-95.8% | $8,961-93.4% | $11,409-94.8% |