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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 | $26,672 | $184,014-85.5% | $161,149-83.4% | $138,895-80.8% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.8%-14.6pp | 79.9%-15.6pp |
| Annual return | 13.83% | 21.52%-7.7pp | 21.16%-7.3pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,540 | $6,909-34.3% | $6,153-26.2% | $6,396-29.0% |
| Admin fee / account holder | $1,389 | $18,027-92.3% | $15,194-90.9% | $12,562-88.9% |