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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 | $62,977 | $103,393-39.1% | $87,103-27.7% | $152,909-58.8% |
| Participation rate | 35.3% | 79.4%-44.1pp | 76.9%-41.6pp | 82.5%-47.2pp |
| Annual return | 20.40% | 28.10%-7.7pp | 28.19%-7.8pp | 345.46%-325.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,439 | $4,778-49.0% | $4,049-39.8% | $5,851-58.3% |
| Admin fee / account holder | $2,428 | $12,195-80.1% | $7,491-67.6% | $11,601-79.1% |