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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 | $101,618-25.3% | $93,063-18.4% | $137,256-44.7% |
| Participation rate | 38.1% | 74.9%-36.8pp | 72.1%-34.0pp | 80.0%-41.9pp |
| Annual return | 19.57% | 223.95%-204.4pp | 34.15%-14.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,398 | $4,279-44.0% | $3,958-39.4% | $6,407-62.6% |
| Admin fee / account holder | $2,527 | $6,198-59.2% | $6,033-58.1% | $12,270-79.4% |