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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 | $61,603 | $93,346-34.0% | $71,796-14.2% | $273,972-77.5% |
| Participation rate | 61.9% | 76.5%-14.6pp | 69.1%-7.2pp | 83.0%-21.1pp |
| Annual return | 9.36% | 130.39%-121.0pp | 78.04%-68.7pp | 41.46%-32.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,380 | $3,475-60.3% | $2,794-50.6% | $5,287-73.9% |
| Admin fee / account holder | $577 | $6,571-91.2% | $4,815-88.0% | $10,133-94.3% |