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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 | $61,888 | $89,370-30.8% | $141,197-56.2% | $72,976-15.2% |
| Participation rate | 21.4% | 75.1%-53.7pp | 82.5%-61.0pp | 69.5%-48.1pp |
| Annual return | 21.75% | 111.88%-90.1pp | 71.41%-49.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,567 | $5,419-52.6% | $6,710-61.7% | $3,608-28.8% |
| Admin fee / account holder | $12,608 | $5,957+111.7% | $10,265+22.8% | $5,124+146.0% |