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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 | $75,117 | $71,230+5.5% | $93,727-19.9% | $80,959-7.2% |
| Participation rate | 30.0% | 60.4%-30.4pp | 68.7%-38.7pp | 67.7%-37.7pp |
| Annual return | 12.49% | 11.26%+1.2pp | 133.83%-121.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,524 | $4,037-62.3% | $4,417-65.5% | $4,300-64.6% |
| Admin fee / account holder | $1,637 | $6,961-76.5% | $8,292-80.3% | $6,925-76.4% |