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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 | $68,387 | $97,125-29.6% | $86,233-20.7% | $137,256-50.2% |
| Participation rate | 36.4% | 74.2%-37.8pp | 69.0%-32.7pp | 80.0%-43.6pp |
| Annual return | 14.70% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,253 | $5,180-17.9% | $4,559-6.7% | $6,407-33.6% |
| Admin fee / account holder | $705 | $9,725-92.8% | $8,342-91.6% | $12,270-94.3% |