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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 | $73,777 | $117,433-37.2% | $99,475-25.8% | $152,897-51.7% |
| Participation rate | 54.5% | 77.5%-23.0pp | 73.8%-19.3pp | 82.5%-27.9pp |
| Annual return | 21.58% | 31.87%-10.3pp | 30.72%-9.1pp | 345.43%-323.8pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,272 | $4,086-44.4% | $3,619-37.2% | $5,851-61.2% |
| Admin fee / account holder | $2,444 | $7,634-68.0% | $6,252-60.9% | $11,599-78.9% |