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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 | $67,874 | $176,786-61.6% | $146,643-53.7% | $167,536-59.5% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 26.18% | 24.04%+2.1pp | 22.75%+3.4pp | 478.82%-452.6pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,096 | $6,440-67.5% | $5,506-61.9% | $6,342-67.0% |
| Admin fee / account holder | $3,576 | $13,262-73.0% | $10,280-65.2% | $12,315-71.0% |