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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 | $64,109 | $97,125-34.0% | $86,233-25.7% | $137,256-53.3% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.0%-16.4pp | 80.0%-27.3pp |
| Annual return | 16.50% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,796 | $5,180-65.3% | $4,559-60.6% | $6,407-72.0% |
| Admin fee / account holder | $487 | $9,725-95.0% | $8,342-94.2% | $12,270-96.0% |