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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 | $69,244 | $46,877+47.7% | $122,354-43.4% | $70,126-1.3% |
| Participation rate | 35.1% | 58.2%-23.1pp | 71.6%-36.5pp | 69.5%-34.4pp |
| Annual return | 16.38% | 24.22%-7.8pp | 30.28%-13.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,607 | $2,167-25.9% | $3,287-51.1% | $3,332-51.8% |
| Admin fee / account holder | $2,463 | $3,324-25.9% | $5,479-55.0% | $4,645-47.0% |