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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 | $77,737 | $81,504-4.6% | $102,437-24.1% | $80,959-4.0% |
| Participation rate | 36.1% | 66.9%-30.7pp | 74.5%-38.4pp | 67.7%-31.6pp |
| Annual return | 77.34% | 25.60%+51.7pp | 24.95%+52.4pp | 35.67%+41.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,464 | $3,871-36.3% | $5,060-51.3% | $4,300-42.7% |
| Admin fee / account holder | $1,862 | $6,719-72.3% | $8,388-77.8% | $6,925-73.1% |