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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 | $68,793 | $91,559-24.9% | $133,978-48.7% | $79,856-13.9% |
| Participation rate | 51.9% | 73.3%-21.4pp | 79.8%-27.9pp | 69.6%-17.7pp |
| Annual return | 14.55% | 61.85%-47.3pp | 45.10%-30.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,153 | $3,734+11.2% | $5,047-17.7% | $3,741+11.0% |
| Admin fee / account holder | $6,241 | $6,321-1.3% | $8,930-30.1% | $5,306+17.6% |