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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 | $66,958 | $90,400-25.9% | $186,193-64.0% | $87,485-23.5% |
| Participation rate | 49.1% | 66.2%-17.1pp | 77.1%-28.0pp | 68.9%-19.8pp |
| Annual return | 13.31% | 22.15%-8.8pp | 78.03%-64.7pp | 26.06%-12.7pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,610 | $4,330-39.7% | $6,513-59.9% | $4,274-38.9% |
| Admin fee / account holder | $2,385 | $8,673-72.5% | $11,058-78.4% | $7,775-69.3% |