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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 | $77,770 | $93,346-16.7% | $71,796+8.3% | $273,972-71.6% |
| Participation rate | 55.6% | 76.5%-21.0pp | 69.1%-13.6pp | 83.0%-27.5pp |
| Annual return | 7.46% | 130.39%-122.9pp | 78.04%-70.6pp | 41.46%-34.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,528 | $3,475-56.0% | $2,794-45.3% | $5,287-71.1% |
| Admin fee / account holder | $375 | $6,571-94.3% | $4,815-92.2% | $10,133-96.3% |