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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 | $61,653 | $51,708+19.2% | $106,619-42.2% | $62,881-2.0% |
| Participation rate | 30.6% | 66.9%-36.3pp | 78.0%-47.4pp | 69.3%-38.7pp |
| Annual return | 4.45% | 4.69%-0.2pp | 9.42%-5.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $657 | $3,349-80.4% | $6,418-89.8% | $4,296-84.7% |