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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 | $54,818 | $107,809-49.2% | $97,032-43.5% | $155,188-64.7% |
| Participation rate | 64.3% | 75.5%-11.2pp | 71.6%-7.3pp | 80.8%-16.5pp |
| Annual return | 14.84% | 38.06%-23.2pp | 35.38%-20.5pp | 148.84%-134.0pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,465 | $5,129+45.5% | $4,672+59.8% | $6,531+14.3% |
| Admin fee / account holder | $1,923 | $10,717-82.1% | $9,418-79.6% | $14,480-86.7% |