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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 | $61,053 | $62,672-2.6% | $185,117-67.0% | $70,124-12.9% |
| Participation rate | 63.0% | 63.8%-0.8pp | 77.3%-14.3pp | 69.5%-6.6pp |
| Annual return | 13.86% | 40.79%-26.9pp | 40.50%-26.6pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,117 | $3,272+56.4% | $5,045+1.4% | $3,332+53.6% |
| Admin fee / account holder | $8,373 | $3,932+113.0% | $8,159+2.6% | $4,645+80.2% |