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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 | $63,287 | $99,652-36.5% | $78,778-19.7% | $147,585-57.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 15.48% | 47.28%-31.8pp | 35.62%-20.1pp | 578.58%-563.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,432 | $3,664-33.6% | $2,958-17.8% | $5,439-55.3% |
| Admin fee / account holder | $703 | $7,155-90.2% | $5,134-86.3% | $10,886-93.5% |