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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 | $57,294 | $100,073-42.7% | $85,126-32.7% | $145,877-60.7% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.3pp | 80.3%-53.0pp |
| Annual return | 11.34% | 84.11%-72.8pp | 66.63%-55.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,044 | $5,294-61.4% | $4,523-54.8% | $6,691-69.5% |
| Admin fee / account holder | $2,569 | $7,261-64.6% | $6,160-58.3% | $13,402-80.8% |