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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 | $56,045 | $111,535-49.8% | $105,223-46.7% | $137,256-59.2% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 15.78% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,169 | $5,500+48.5% | $5,072+61.1% | $6,407+27.5% |
| Admin fee / account holder | $4,730 | $9,721-51.3% | $8,859-46.6% | $12,270-61.5% |