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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 | $38,619 | $69,118-44.1% | $53,647-28.0% | $138,895-72.2% |
| Participation rate | 57.1% | 64.0%-6.8pp | 56.3%+0.9pp | 79.9%-22.8pp |
| Annual return | 18.86% | 248.26%-229.4pp | 358.33%-339.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,864 | $2,274-18.0% | $1,813+2.8% | $6,396-70.9% |
| Admin fee / account holder | $887 | $2,724-67.4% | $2,460-64.0% | $12,562-92.9% |