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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 | $62,629 | $55,889+12.1% | $76,119-17.7% | $80,935-22.6% |
| Participation rate | 21.4% | 62.1%-40.6pp | 69.1%-47.6pp | 67.7%-46.2pp |
| Annual return | 16.30% | 20.58%-4.3pp | 361.25%-344.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,325 | $3,051-23.8% | $4,259-45.4% | $4,299-45.9% |
| Admin fee / account holder | $1,671 | $5,241-68.1% | $6,421-74.0% | $6,924-75.9% |