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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 | $61,877 | $78,705-21.4% | $117,857-47.5% | $70,131-11.8% |
| Participation rate | 38.5% | 73.2%-34.7pp | 79.7%-41.2pp | 69.5%-31.1pp |
| Annual return | 13.73% | 23.30%-9.6pp | 335.09%-321.4pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,313 | $3,297-29.8% | $4,482-48.4% | $3,332-30.6% |
| Admin fee / account holder | $1,858 | $5,065-63.3% | $8,020-76.8% | $4,645-60.0% |