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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 | $66,597 | $81,208-18.0% | $98,920-32.7% | $79,856-16.6% |
| Participation rate | 44.1% | 72.5%-28.4pp | 76.0%-31.9pp | 69.6%-25.5pp |
| Annual return | 13.69% | 60.99%-47.3pp | 196.47%-182.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,946 | $1,960-0.7% | $2,689-27.7% | $2,471-21.3% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,835 | $6,013-69.5% | $6,643-72.4% | $5,306-65.4% |