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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 | $65,627 | $127,790-48.6% | $106,555-38.4% | $167,536-60.8% |
| Participation rate | 63.2% | 78.3%-15.1pp | 76.1%-13.0pp | 82.1%-19.0pp |
| Annual return | 10.58% | 33.88%-23.3pp | 26.80%-16.2pp | 478.82%-468.2pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,270 | $5,088-55.4% | $4,399-48.4% | $6,342-64.2% |
| Admin fee / account holder | $3,310 | $11,229-70.5% | $7,408-55.3% | $12,315-73.1% |