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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 | $62,937 | $140,592-55.2% | $123,106-48.9% | $125,393-49.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 1.48% | 16.80%-15.3pp | 13.22%-11.7pp | 282.23%-280.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,665 | $6,980-61.8% | $6,229-57.2% | $5,351-50.2% |
| Admin fee / account holder | $2,383 | $11,198-78.7% | $9,015-73.6% | $9,541-75.0% |