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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 | $55,185 | $55,889-1.3% | $76,119-27.5% | $80,935-31.8% |
| Participation rate | 17.9% | 62.1%-44.2pp | 69.1%-51.2pp | 67.7%-49.8pp |
| Annual return | 16.58% | 20.58%-4.0pp | 361.25%-344.7pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,200 | $3,051-60.7% | $4,259-71.8% | $4,299-72.1% |
| Admin fee / account holder | $1,179 | $5,241-77.5% | $6,421-81.6% | $6,924-83.0% |