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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 | $21,778 | $174,379-87.5% | $152,093-85.7% | $138,895-84.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 18.42% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,198 | $6,159-48.1% | $5,451-41.3% | $6,396-50.0% |
| Admin fee / account holder | $1,419 | $16,880-91.6% | $14,497-90.2% | $12,562-88.7% |