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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 | $62,739 | $103,393-39.3% | $87,103-28.0% | $152,909-59.0% |
| Participation rate | 68.2% | 79.4%-11.2pp | 76.9%-8.7pp | 82.5%-14.3pp |
| Annual return | 16.13% | 28.10%-12.0pp | 28.19%-12.1pp | 345.46%-329.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,574 | $4,778-67.1% | $4,049-61.1% | $5,851-73.1% |
| Admin fee / account holder | $4,984 | $12,195-59.1% | $7,491-33.5% | $11,601-57.0% |