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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 | $60,047 | $75,807-20.8% | $116,096-48.3% | $86,983-31.0% |
| Participation rate | 32.2% | 66.9%-34.7pp | 73.3%-41.1pp | 69.5%-37.3pp |
| Annual return | 17.02% | 18.57%-1.5pp | 326.25%-309.2pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,397 | $3,212-56.5% | $3,952-64.7% | $4,194-66.7% |
| Admin fee / account holder | $1,850 | $6,659-72.2% | $7,704-76.0% | $7,856-76.5% |