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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 | $61,212 | $57,061+7.3% | $85,063-28.0% | $80,911-24.3% |
| Participation rate | 36.6% | 56.3%-19.8pp | 67.5%-30.9pp | 67.6%-31.1pp |
| Annual return | 12.98% | 21.66%-8.7pp | 66.54%-53.6pp | 35.63%-22.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,493 | $3,110+140.9% | $4,523+65.7% | $4,297+74.4% |
| Admin fee / account holder | $1,951 | $4,986-60.9% | $6,155-68.3% | $6,935-71.9% |