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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 | $55,513 | $63,861-13.1% | $104,625-46.9% | $79,852-30.5% |
| Participation rate | 23.4% | 64.9%-41.5pp | 74.1%-50.7pp | 69.6%-46.3pp |
| Annual return | 17.00% | 21.30%-4.3pp | 340.60%-323.6pp | 31.72%-14.7pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,063 | $2,693-60.5% | $3,738-71.6% | $3,740-71.6% |
| Admin fee / account holder | $3,336 | $4,185-20.3% | $6,465-48.4% | $5,306-37.1% |