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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 | $53,965 | $78,707-31.4% | $117,861-54.2% | $70,126-23.0% |
| Participation rate | 21.8% | 73.2%-51.4pp | 79.7%-57.8pp | 69.5%-47.7pp |
| Annual return | 15.42% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,743 | $3,297-47.1% | $4,482-61.1% | $3,332-47.7% |
| Admin fee / account holder | $457 | $5,066-91.0% | $8,021-94.3% | $4,645-90.2% |