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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 | $62,666 | $61,125+2.5% | $94,057-33.4% | $87,485-28.4% |
| Participation rate | 14.0% | 64.1%-50.0pp | 73.3%-59.3pp | 68.9%-54.9pp |
| Annual return | 15.73% | 35.20%-19.5pp | 480.62%-464.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $924 | $3,260-71.7% | $4,709-80.4% | $4,274-78.4% |
| Admin fee / account holder | $2,058 | $5,629-63.4% | $7,244-71.6% | $7,775-73.5% |