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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 | $63,656 | $50,554+25.9% | $67,681-5.9% | $87,485-27.2% |
| Participation rate | 16.0% | 67.7%-51.7pp | 73.7%-57.7pp | 68.9%-52.9pp |
| Annual return | 11.73% | 17.81%-6.1pp | 590.58%-578.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,745 | $2,961-41.1% | $3,976-56.1% | $4,274-59.2% |
| Admin fee / account holder | $5,805 | $4,132+40.5% | $6,100-4.8% | $7,775-25.3% |