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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 | $65,443 | $45,343+44.3% | $150,298-56.5% | $67,986-3.7% |
| Participation rate | 31.5% | 51.9%-20.3pp | 77.8%-46.2pp | 57.2%-25.7pp |
| Annual return | 19.69% | 33.28%-13.6pp | 62.79%-43.1pp | 31.67%-12.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,505 | $2,055+70.6% | $5,453-35.7% | $3,358+4.4% |
| Admin fee / account holder | $2,064 | $2,250-8.3% | $14,116-85.4% | $3,203-35.6% |