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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 | $60,914 | $103,387-41.1% | $87,102-30.1% | $152,885-60.2% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.9%-34.0pp | 82.5%-39.6pp |
| Annual return | 19.31% | 28.10%-8.8pp | 28.19%-8.9pp | 345.39%-326.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,601 | $4,778-66.5% | $4,048-60.5% | $5,851-72.6% |
| Admin fee / account holder | $2,183 | $12,193-82.1% | $7,491-70.9% | $11,598-81.2% |