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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 | $50,481 | $99,053-49.0% | $88,179-42.8% | $138,895-63.7% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.1%-49.1pp | 79.9%-59.9pp |
| Annual return | 19.70% | 78.17%-58.5pp | 64.97%-45.3pp | 145.39%-125.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,724 | $5,225-28.7% | $4,614-19.3% | $6,396-41.8% |
| Admin fee / account holder | $2,822 | $8,748-67.7% | $7,673-63.2% | $12,562-77.5% |