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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 | $71,676 | $65,395+9.6% | $182,531-60.7% | $72,983-1.8% |
| Participation rate | 22.6% | 65.4%-42.9pp | 78.0%-55.4pp | 69.5%-46.9pp |
| Annual return | 20.16% | 27.68%-7.5pp | 148.57%-128.4pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,471 | $3,563-58.7% | $5,525-73.4% | $3,608-59.2% |
| Admin fee / account holder | $535 | $4,245-87.4% | $8,593-93.8% | $5,124-89.6% |