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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 | $63,991 | $70,418-9.1% | $96,570-33.7% | $85,847-25.5% |
| Participation rate | 63.0% | 61.8%+1.2pp | 69.8%-6.8pp | 69.3%-6.3pp |
| Annual return | 25.11% | 18.59%+6.5pp | 37.79%-12.7pp | 318.61%-293.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,008 | $2,894-30.6% | $3,849-47.8% | $3,952-49.2% |
| Admin fee / account holder | $2,408 | $4,995-51.8% | $6,182-61.1% | $6,261-61.5% |