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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 | $62,666 | $51,638+21.4% | $68,368-8.3% | $82,448-24.0% |
| Participation rate | 14.0% | 63.6%-49.6pp | 73.8%-59.7pp | 68.1%-54.0pp |
| Annual return | 15.73% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $924 | $2,914-68.3% | $4,123-77.6% | $4,139-77.7% |
| Admin fee / account holder | $2,058 | $4,643-55.7% | $5,150-60.0% | $7,234-71.6% |