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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 | $67,034 | $117,895-43.1% | $102,460-34.6% | $145,897-54.1% |
| Participation rate | 18.8% | 78.6%-59.9pp | 76.5%-57.8pp | 80.3%-61.6pp |
| Annual return | 13.39% | 31.92%-18.5pp | 29.47%-16.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,900 | $5,736-66.9% | $5,056-62.4% | $6,689-71.6% |
| Admin fee / account holder | $1,764 | $13,353-86.8% | $9,460-81.4% | $13,390-86.8% |