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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 | $65,861 | $82,133-19.8% | $147,318-55.3% | $64,097+2.8% |
| Participation rate | 25.4% | 62.3%-36.9pp | 82.1%-56.7pp | 55.2%-29.8pp |
| Annual return | 26.32% | 78.78%-52.5pp | 70.43%-44.1pp | 34.64%-8.3pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,392 | $5,407-55.8% | $7,906-69.8% | $3,080-22.4% |
| Admin fee / account holder | $3,202 | $3,730-14.2% | $13,708-76.6% | $3,454-7.3% |