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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 | $67,928 | $45,343+49.8% | $150,298-54.8% | $67,986-0.1% |
| Participation rate | 23.5% | 51.9%-28.3pp | 77.8%-54.2pp | 57.2%-33.7pp |
| Annual return | 12.44% | 33.28%-20.8pp | 62.79%-50.3pp | 31.67%-19.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,210 | $2,055-41.1% | $5,453-77.8% | $3,358-64.0% |
| Admin fee / account holder | $7,742 | $2,250+244.1% | $14,116-45.2% | $3,203+141.7% |