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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 | $63,577 | $81,504-22.0% | $102,437-37.9% | $80,959-21.5% |
| Participation rate | 32.1% | 66.9%-34.7pp | 74.5%-42.4pp | 67.7%-35.5pp |
| Annual return | 110.37% | 25.60%+84.8pp | 24.95%+85.4pp | 35.67%+74.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,849 | $3,871-26.4% | $5,060-43.7% | $4,300-33.7% |
| Admin fee / account holder | $6,245 | $6,719-7.1% | $8,388-25.6% | $6,925-9.8% |