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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 | $64,127 | $124,336-48.4% | $111,303-42.4% | $167,518-61.7% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 10.25% | 37.45%-27.2pp | 54.66%-44.4pp | 478.71%-468.5pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,111 | $5,181-40.0% | $4,487-30.7% | $6,342-50.9% |
| Admin fee / account holder | $591 | $10,623-94.4% | $7,966-92.6% | $12,312-95.2% |