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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 | $64,007 | $78,707-18.7% | $117,861-45.7% | $70,126-8.7% |
| Participation rate | 61.2% | 73.2%-12.0pp | 79.7%-18.4pp | 69.5%-8.3pp |
| Annual return | 19.97% | 23.30%-3.3pp | 335.11%-315.1pp | 73.15%-53.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,026 | $3,297-38.6% | $4,482-54.8% | $3,332-39.2% |
| Admin fee / account holder | $964 | $5,066-81.0% | $8,021-88.0% | $4,645-79.3% |