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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 | $57,612 | $97,125-40.7% | $86,233-33.2% | $137,256-58.0% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.0%-15.2pp | 80.0%-26.1pp |
| Annual return | 15.07% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,684 | $5,180-28.9% | $4,559-19.2% | $6,407-42.5% |
| Admin fee / account holder | $2,788 | $9,725-71.3% | $8,342-66.6% | $12,270-77.3% |