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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 | $59,305 | $41,981+41.3% | $63,412-6.5% | $59,633-0.5% |
| Participation rate | 53.1% | 60.3%-7.2pp | 67.1%-14.0pp | 68.7%-15.5pp |
| Annual return | 0.74% | 13.04%-12.3pp | 4.04%-3.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,971 | $2,002-1.5% | $2,496-21.0% | $3,192-38.3% |
| Admin fee / account holder | $436 | $3,509-87.6% | $3,753-88.4% | $4,297-89.8% |