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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 | $64,839 | $101,063-35.8% | $81,473-20.4% | $147,586-56.1% |
| Participation rate | 16.7% | 74.5%-57.8pp | 68.0%-51.3pp | 82.8%-66.2pp |
| Annual return | 15.84% | 32.41%-16.6pp | 38.78%-22.9pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,550 | $4,242-16.3% | $3,537+0.4% | $5,439-34.7% |
| Admin fee / account holder | $2,103 | $5,812-63.8% | $4,561-53.9% | $10,886-80.7% |