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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 | $66,518 | $81,208-18.1% | $98,920-32.8% | $79,852-16.7% |
| Participation rate | 58.9% | 72.5%-13.6pp | 76.0%-17.1pp | 69.6%-10.7pp |
| Annual return | 14.00% | 60.99%-47.0pp | 196.47%-182.5pp | 31.72%-17.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,730 | $3,265-47.0% | $4,245-59.2% | $3,740-53.7% |
| Admin fee / account holder | $5,461 | $6,013-9.2% | $6,643-17.8% | $5,306+2.9% |