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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 | $63,613 | $94,439-32.6% | $73,658-13.6% | $154,746-58.9% |
| Participation rate | 27.3% | 64.7%-37.4pp | 57.0%-29.8pp | 80.7%-53.4pp |
| Annual return | 15.62% | 28.25%-12.6pp | 29.72%-14.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,311 | $2,527+31.0% | $2,062+60.6% | $6,730-50.8% |
| Admin fee / account holder | $1,175 | $3,843-69.4% | $3,357-65.0% | $14,365-91.8% |