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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 | $61,965 | $53,128+16.6% | $86,582-28.4% | $70,126-11.6% |
| Participation rate | 16.9% | 65.3%-48.4pp | 73.5%-56.7pp | 69.5%-52.7pp |
| Annual return | 15.92% | 27.66%-11.7pp | 965.08%-949.2pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $956 | $2,695-64.5% | $3,609-73.5% | $3,332-71.3% |
| Admin fee / account holder | $828 | $3,584-76.9% | $4,904-83.1% | $4,645-82.2% |