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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 | $43,554 | $86,288-49.5% | $111,306-60.9% | $85,851-49.3% |
| Participation rate | 45.0% | 73.3%-28.3pp | 77.3%-32.3pp | 69.3%-24.3pp |
| Annual return | 14.47% | 19.99%-5.5pp | 54.67%-40.2pp | 318.63%-304.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,699 | $3,641+29.1% | $4,488+4.7% | $3,952+18.9% |
| Admin fee / account holder | $7,110 | $8,189-13.2% | $7,966-10.7% | $6,261+13.6% |