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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 | $61,713 | $99,053-37.7% | $88,179-30.0% | $138,895-55.6% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.1%-32.8pp | 79.9%-43.6pp |
| Annual return | 17.02% | 78.17%-61.1pp | 64.97%-47.9pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,803 | $5,225-65.5% | $4,614-60.9% | $6,396-71.8% |
| Admin fee / account holder | $3,907 | $8,748-55.3% | $7,673-49.1% | $12,562-68.9% |