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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 | $68,965 | $51,638+33.6% | $68,368+0.9% | $82,448-16.4% |
| Participation rate | 30.3% | 63.6%-33.3pp | 73.8%-43.4pp | 68.1%-37.8pp |
| Annual return | 15.08% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $949 | $2,914-67.4% | $4,123-77.0% | $4,139-77.1% |
| Admin fee / account holder | $6,326 | $4,643+36.2% | $5,150+22.8% | $7,234-12.6% |