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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 | $79,442 | $98,240-19.1% | $82,312-3.5% | $147,586-46.2% |
| Participation rate | 36.8% | 79.7%-42.9pp | 76.9%-40.1pp | 82.8%-46.0pp |
| Annual return | 15.44% | 30.85%-15.4pp | 25.88%-10.4pp | 578.59%-563.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,852 | $4,383-57.8% | $3,706-50.0% | $5,439-66.0% |
| Admin fee / account holder | $1,532 | $8,563-82.1% | $5,608-72.7% | $10,886-85.9% |