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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 | $53,384 | $49,896+7.0% | $80,627-33.8% | $75,173-29.0% |
| Participation rate | 41.9% | 55.3%-13.4pp | 67.0%-25.1pp | 67.2%-25.3pp |
| Annual return | 16.18% | 34.67%-18.5pp | 936.76%-920.6pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,377 | $2,992-20.6% | $4,443-46.5% | $4,126-42.4% |
| Admin fee / account holder | $427 | $3,578-88.1% | $5,381-92.1% | $5,651-92.4% |