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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 | $64,712 | $84,236-23.2% | $170,435-62.0% | $70,126-7.7% |
| Participation rate | 40.0% | 70.8%-30.8pp | 83.6%-43.6pp | 69.5%-29.5pp |
| Annual return | 14.00% | 23.06%-9.1pp | 205.94%-191.9pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,080 | $3,086-65.0% | $4,939-78.1% | $3,332-67.6% |
| Admin fee / account holder | $4,073 | $5,698-28.5% | $13,881-70.7% | $4,645-12.3% |