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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 | $69,311 | $91,167-24.0% | $178,498-61.2% | $79,858-13.2% |
| Participation rate | 20.8% | 69.2%-48.4pp | 81.9%-61.1pp | 69.6%-48.9pp |
| Annual return | 19.44% | 24.19%-4.7pp | 151.09%-131.7pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $893 | $3,236-72.4% | $5,202-82.8% | $3,740-76.1% |
| Admin fee / account holder | $975 | $6,747-85.6% | $13,985-93.0% | $5,306-81.6% |