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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 | $63,458 | $117,846-46.2% | $102,434-38.0% | $145,884-56.5% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 17.51% | 31.90%-14.4pp | 29.46%-12.0pp | 551.85%-534.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,207 | $5,733-44.1% | $5,055-36.6% | $6,690-52.1% |
| Admin fee / account holder | $387 | $13,356-97.1% | $9,462-95.9% | $13,392-97.1% |