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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 | $59,587 | $60,442-1.4% | $96,754-38.4% | $87,485-31.9% |
| Participation rate | 31.5% | 58.7%-27.2pp | 70.3%-38.8pp | 68.9%-37.4pp |
| Annual return | 15.88% | 21.97%-6.1pp | 82.04%-66.2pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,346 | $3,280+2.0% | $4,758-29.7% | $4,274-21.7% |
| Admin fee / account holder | $12,888 | $5,069+154.2% | $8,905+44.7% | $7,775+65.8% |