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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 | $31,702 | $51,222-38.1% | $70,544-55.1% | $75,173-57.8% |
| Participation rate | 60.0% | 61.0%-1.0pp | 68.4%-8.4pp | 67.2%-7.2pp |
| Annual return | 19.89% | 30.06%-10.2pp | 32.79%-12.9pp | 160.72%-140.8pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,071 | $2,850-27.4% | $4,568-54.7% | $4,126-49.8% |
| Admin fee / account holder | $1,261 | $4,096-69.2% | $6,427-80.4% | $5,651-77.7% |