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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 | $82,257 | $53,128+54.8% | $86,582-5.0% | $70,126+17.3% |
| Participation rate | 53.7% | 65.3%-11.6pp | 73.5%-19.9pp | 69.5%-15.9pp |
| Annual return | 12.79% | 27.66%-14.9pp | 965.08%-952.3pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,338 | $2,695-50.4% | $3,609-62.9% | $3,332-59.8% |
| Admin fee / account holder | $575 | $3,584-84.0% | $4,904-88.3% | $4,645-87.6% |