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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 | $59,321 | $78,707-24.6% | $117,861-49.7% | $70,126-15.4% |
| Participation rate | 55.6% | 73.2%-17.6pp | 79.7%-24.1pp | 69.5%-14.0pp |
| Annual return | 15.24% | 23.30%-8.1pp | 335.11%-319.9pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,496 | $3,297-24.3% | $4,482-44.3% | $3,332-25.1% |
| Admin fee / account holder | $527 | $5,066-89.6% | $8,021-93.4% | $4,645-88.7% |