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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 | $81,747 | $81,208+0.7% | $98,920-17.4% | $79,852+2.4% |
| Participation rate | 40.0% | 72.5%-32.5pp | 76.0%-36.0pp | 69.6%-29.6pp |
| Annual return | 15.43% | 60.99%-45.6pp | 196.47%-181.0pp | 31.72%-16.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,545 | $3,265-52.7% | $4,245-63.6% | $3,740-58.7% |
| Admin fee / account holder | $1,129 | $6,013-81.2% | $6,643-83.0% | $5,306-78.7% |