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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 | $49,545 | $45,123+9.8% | $85,240-41.9% | $74,478-33.5% |
| Participation rate | 39.0% | 49.4%-10.3pp | 67.5%-28.5pp | 67.2%-28.2pp |
| Annual return | 11.77% | 26.32%-14.5pp | 66.75%-55.0pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,955 | $2,736+44.5% | $4,527-12.6% | $4,350-9.1% |
| Admin fee / account holder | $5,478 | $2,215+147.4% | $6,165-11.1% | $1,946+181.5% |