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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 | $53,413 | $70,684-24.4% | $169,390-68.5% | $75,173-28.9% |
| Participation rate | 54.5% | 64.8%-10.3pp | 77.2%-22.6pp | 67.2%-12.7pp |
| Annual return | 21.97% | 36.38%-14.4pp | 406.07%-384.1pp | 160.72%-138.7pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,627 | $4,310+30.6% | $6,222-9.6% | $4,126+36.4% |
| Admin fee / account holder | $836 | $5,404-84.5% | $9,015-90.7% | $5,651-85.2% |