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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 | $65,298 | $70,418-7.3% | $96,570-32.4% | $85,847-23.9% |
| Participation rate | 43.8% | 61.8%-18.1pp | 69.8%-26.1pp | 69.3%-25.6pp |
| Annual return | 16.06% | 18.59%-2.5pp | 37.79%-21.7pp | 318.61%-302.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,918 | $2,894+0.8% | $3,849-24.2% | $3,952-26.2% |
| Admin fee / account holder | $4,783 | $4,995-4.3% | $6,182-22.6% | $6,261-23.6% |