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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 | $60,223 | $65,041-7.4% | $90,965-33.8% | $79,858-24.6% |
| Participation rate | 47.4% | 61.6%-14.2pp | 69.0%-21.6pp | 69.6%-22.3pp |
| Annual return | 15.88% | 30.45%-14.6pp | 134.57%-118.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,559 | $2,512+1.9% | $3,373-24.1% | $3,740-31.6% |
| Admin fee / account holder | $1,721 | $4,536-62.1% | $5,960-71.1% | $5,306-67.6% |