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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 | $53,974 | $51,638+4.5% | $68,368-21.1% | $82,448-34.5% |
| Participation rate | 46.3% | 63.6%-17.3pp | 73.8%-27.5pp | 68.1%-21.8pp |
| Annual return | 20.20% | 37.53%-17.3pp | 292.57%-272.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,083 | $2,914-28.5% | $4,123-49.5% | $4,139-49.7% |
| Admin fee / account holder | $806 | $4,643-82.6% | $5,150-84.4% | $7,234-88.9% |