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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 | $63,096 | $78,428-19.5% | $95,960-34.2% | $79,852-21.0% |
| Participation rate | 39.3% | 73.5%-34.2pp | 77.1%-37.8pp | 69.6%-30.4pp |
| Annual return | 12.64% | 19.37%-6.7pp | 91.63%-79.0pp | 31.72%-19.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,725 | $3,440-49.8% | $4,167-58.6% | $3,740-53.9% |
| Admin fee / account holder | $592 | $5,622-89.5% | $6,797-91.3% | $5,306-88.8% |