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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 | $67,331 | $91,559-26.5% | $133,971-49.7% | $79,852-15.7% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 10.23% | 61.85%-51.6pp | 45.09%-34.9pp | 31.72%-21.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,683 | $3,734-28.1% | $5,047-46.8% | $3,740-28.3% |
| Admin fee / account holder | $4,212 | $6,321-33.4% | $8,929-52.8% | $5,306-20.6% |