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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 | $76,220 | $77,814-2.0% | $158,223-51.8% | $86,983-12.4% |
| Participation rate | 15.9% | 68.4%-52.5pp | 79.2%-63.3pp | 69.5%-53.6pp |
| Annual return | 17.28% | 30.54%-13.3pp | 52.09%-34.8pp | 25.83%-8.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,055 | $3,270-67.7% | $5,467-80.7% | $4,194-74.8% |
| Admin fee / account holder | $501 | $5,879-91.5% | $16,047-96.9% | $7,856-93.6% |