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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 | $71,807 | $99,875-28.1% | $146,866-51.1% | $86,983-17.4% |
| Participation rate | 55.8% | 75.8%-20.0pp | 82.5%-26.7pp | 69.5%-13.7pp |
| Annual return | 16.93% | 28.10%-11.2pp | 102.85%-85.9pp | 25.83%-8.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,069 | $6,322-4.0% | $7,759-21.8% | $4,194+44.7% |
| Admin fee / account holder | $10,485 | $7,838+33.8% | $13,620-23.0% | $7,856+33.5% |