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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 | $68,061 | $50,554+34.6% | $67,681+0.6% | $87,485-22.2% |
| Participation rate | 51.3% | 67.7%-16.4pp | 73.7%-22.4pp | 68.9%-17.6pp |
| Annual return | 14.20% | 17.81%-3.6pp | 590.58%-576.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,262 | $2,961-23.6% | $3,976-43.1% | $4,274-47.1% |
| Admin fee / account holder | $2,802 | $4,132-32.2% | $6,100-54.1% | $7,775-64.0% |