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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 | $72,935 | $78,705-7.3% | $117,857-38.1% | $70,131+4.0% |
| Participation rate | 40.9% | 73.2%-32.3pp | 79.7%-38.8pp | 69.5%-28.6pp |
| Annual return | 13.35% | 23.30%-9.9pp | 335.09%-321.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,303 | $3,297-30.1% | $4,482-48.6% | $3,332-30.9% |
| Admin fee / account holder | $3,743 | $5,065-26.1% | $8,020-53.3% | $4,645-19.4% |