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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 | $60,333 | $62,166-2.9% | $81,353-25.8% | $74,459-19.0% |
| Participation rate | 23.0% | 64.1%-41.0pp | 69.5%-46.5pp | 67.2%-44.2pp |
| Annual return | 16.77% | 16.50%+0.3pp | 24.82%-8.0pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,762 | $3,223-45.3% | $3,885-54.6% | $4,350-59.5% |
| Admin fee / account holder | $11,487 | $1,925+496.8% | $5,766+99.2% | $1,945+490.7% |