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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 | $45,644 | $97,125-53.0% | $86,233-47.1% | $137,256-66.7% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 15.69% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,780 | $5,180-7.7% | $4,559+4.9% | $6,407-25.4% |
| Admin fee / account holder | $523 | $9,725-94.6% | $8,342-93.7% | $12,270-95.7% |