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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 | $61,102 | $65,034-6.0% | $90,970-32.8% | $79,856-23.5% |
| Participation rate | 45.9% | 61.6%-15.7pp | 69.0%-23.1pp | 69.6%-23.7pp |
| Annual return | 11.54% | 30.45%-18.9pp | 134.60%-123.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,942 | $2,512-22.7% | $3,373-42.4% | $3,741-48.1% |
| Admin fee / account holder | $4,725 | $4,536+4.2% | $5,961-20.7% | $5,306-11.0% |