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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 | $52,778 | $45,041+17.2% | $63,003-16.2% | $70,131-24.7% |
| Participation rate | 55.6% | 69.5%-14.0pp | 74.8%-19.3pp | 69.5%-14.0pp |
| Annual return | 11.89% | 18.76%-6.9pp | 87.59%-75.7pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,462 | $2,465-0.1% | $3,329-26.0% | $3,332-26.1% |
| Admin fee / account holder | $2,338 | $2,836-17.5% | $3,600-35.1% | $4,645-49.7% |