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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 | $71,682 | $58,275+23.0% | $81,844-12.4% | $80,935-11.4% |
| Participation rate | 50.5% | 63.5%-12.9pp | 72.4%-21.8pp | 67.7%-17.1pp |
| Annual return | 18.43% | 41.82%-23.4pp | 778.87%-760.4pp | 35.66%-17.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,511 | $3,285-23.6% | $4,323-41.9% | $4,299-41.6% |
| Admin fee / account holder | $3,199 | $4,749-32.6% | $7,355-56.5% | $6,924-53.8% |