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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 | $64,465 | $91,559-29.6% | $133,971-51.9% | $79,852-19.3% |
| Participation rate | 69.7% | 73.3%-3.6pp | 79.8%-10.1pp | 69.6%+0.1pp |
| Annual return | 12.18% | 61.85%-49.7pp | 45.09%-32.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,157 | $3,734-42.2% | $5,047-57.3% | $3,740-42.3% |
| Admin fee / account holder | $1,283 | $6,321-79.7% | $8,929-85.6% | $5,306-75.8% |