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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 | $83,987 | $114,013-26.3% | $103,693-19.0% | $155,188-45.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 15.31% | 49.31%-34.0pp | 47.61%-32.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,715 | $4,970-25.2% | $4,579-18.9% | $6,531-43.1% |
| Admin fee / account holder | $2,887 | $8,407-65.7% | $7,858-63.3% | $14,480-80.1% |