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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 | $67,192 | $58,234+15.4% | $81,783-17.8% | $80,874-16.9% |
| Participation rate | 54.2% | 63.4%-9.3pp | 72.4%-18.2pp | 67.6%-13.5pp |
| Annual return | 11.09% | 41.70%-30.6pp | 775.05%-764.0pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,107 | $3,283-5.4% | $4,320-28.1% | $4,297-27.7% |
| Admin fee / account holder | $1,728 | $4,982-65.3% | $7,380-76.6% | $6,935-75.1% |