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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 | $64,927 | $86,298-24.8% | $111,308-41.7% | $85,847-24.4% |
| Participation rate | 55.4% | 73.3%-17.9pp | 77.3%-21.9pp | 69.3%-13.9pp |
| Annual return | 17.90% | 19.99%-2.1pp | 54.67%-36.8pp | 318.61%-300.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,380 | $3,641+102.7% | $4,487+64.5% | $3,952+86.7% |
| Admin fee / account holder | $347 | $8,189-95.8% | $7,965-95.6% | $6,261-94.5% |