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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 | $58,045 | $117,859-50.8% | $102,438-43.3% | $145,959-60.2% |
| Participation rate | 21.7% | 78.6%-56.9pp | 76.5%-54.8pp | 80.3%-58.5pp |
| Annual return | 15.81% | 31.72%-15.9pp | 29.37%-13.6pp | 561.95%-546.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,887 | $5,732-67.1% | $5,054-62.7% | $6,689-71.8% |
| Admin fee / account holder | $4,815 | $13,318-63.8% | $9,448-49.0% | $13,398-64.1% |