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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 | $52,835 | $102,938-48.7% | $94,105-43.9% | $138,895-62.0% |
| Participation rate | 60.0% | 74.6%-14.6pp | 71.9%-11.9pp | 79.9%-19.9pp |
| Annual return | 10.61% | 250.28%-239.7pp | 204.55%-193.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,774 | $4,196-57.7% | $3,881-54.3% | $6,396-72.3% |
| Admin fee / account holder | $1,573 | $6,600-76.2% | $6,199-74.6% | $12,562-87.5% |