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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 | $62,485 | $139,948-55.4% | $121,663-48.6% | $154,746-59.6% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.5%-17.3pp | 80.7%-23.6pp |
| Annual return | 16.18% | 230.52%-214.3pp | 147.54%-131.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,181 | $5,629-25.7% | $4,887-14.4% | $6,730-37.9% |
| Admin fee / account holder | $6,916 | $17,321-60.1% | $14,289-51.6% | $14,365-51.9% |