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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 | $51,770 | $125,193-58.6% | $105,591-51.0% | $145,978-64.5% |
| Participation rate | 43.5% | 77.6%-34.2pp | 75.3%-31.8pp | 80.3%-36.8pp |
| Annual return | 11.66% | 225.53%-213.9pp | 116.43%-104.8pp | 550.52%-538.9pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,495 | $5,708-56.3% | $5,008-50.2% | $6,690-62.7% |
| Admin fee / account holder | $7,719 | $17,277-55.3% | $11,024-30.0% | $13,400-42.4% |