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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 | $66,453 | $49,976+33.0% | $66,674-0.3% | $82,637-19.6% |
| Participation rate | 45.7% | 63.1%-17.4pp | 73.7%-28.0pp | 68.1%-22.3pp |
| Annual return | 16.41% | 39.09%-22.7pp | 321.24%-304.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,936 | $2,847+38.3% | $4,084-3.6% | $4,126-4.6% |
| Admin fee / account holder | $6,827 | $4,594+48.6% | $5,098+33.9% | $7,339-7.0% |