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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 | $59,687 | $66,402-10.1% | $109,907-45.7% | $85,847-30.5% |
| Participation rate | 48.1% | 63.9%-15.7pp | 74.2%-26.1pp | 69.3%-21.2pp |
| Annual return | 15.45% | 19.59%-4.1pp | 29.46%-14.0pp | 318.61%-303.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,147 | $2,842+10.7% | $4,047-22.2% | $3,952-20.4% |
| Admin fee / account holder | $1,999 | $4,557-56.1% | $6,069-67.1% | $6,261-68.1% |