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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 | $52,772 | $50,082+5.4% | $93,515-43.6% | $79,856-33.9% |
| Participation rate | 29.2% | 60.9%-31.7pp | 66.8%-37.6pp | 69.6%-40.4pp |
| Annual return | 14.51% | 24.59%-10.1pp | 78.21%-63.7pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,077-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,358 | $2,212-38.6% | $3,129-56.6% | $3,741-63.7% |
| Admin fee / account holder | $6,168 | $3,454+78.6% | $5,235+17.8% | $5,306+16.2% |