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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 | $75,950 | $125,778-39.6% | $114,563-33.7% | $154,746-50.9% |
| Participation rate | 38.1% | 75.2%-37.1pp | 72.9%-34.8pp | 80.7%-42.6pp |
| Annual return | 19.57% | 295.14%-275.6pp | 241.09%-221.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,398 | $4,445-46.1% | $4,142-42.1% | $6,730-64.4% |
| Admin fee / account holder | $2,527 | $8,190-69.2% | $7,623-66.9% | $14,365-82.4% |