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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 | $58,248 | $123,793-52.9% | $177,848-67.2% | $79,856-27.1% |
| Participation rate | 62.1% | 84.7%-22.6pp | 87.7%-25.6pp | 69.6%-7.6pp |
| Annual return | 16.01% | 22.82%-6.8pp | 48.33%-32.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,619 | $5,956-5.7% | $7,714-27.2% | $3,741+50.2% |
| Admin fee / account holder | $355 | $7,243-95.1% | $12,431-97.1% | $5,306-93.3% |