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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 | $57,399 | $139,948-59.0% | $121,663-52.8% | $154,746-62.9% |
| Participation rate | 30.8% | 78.0%-47.2pp | 74.5%-43.7pp | 80.7%-49.9pp |
| Annual return | 11.93% | 230.52%-218.6pp | 147.54%-135.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,484 | $5,629-55.9% | $4,887-49.2% | $6,730-63.1% |
| Admin fee / account holder | $9,902 | $17,321-42.8% | $14,289-30.7% | $14,365-31.1% |