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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 | $57,127 | $45,050+26.8% | $63,018-9.3% | $70,126-18.5% |
| Participation rate | 19.6% | 69.5%-49.9pp | 74.8%-55.2pp | 69.5%-49.9pp |
| Annual return | 11.83% | 18.76%-6.9pp | 87.62%-75.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,020 | $2,466-58.6% | $3,330-69.4% | $3,332-69.4% |
| Admin fee / account holder | $670 | $2,834-76.4% | $3,601-81.4% | $4,645-85.6% |