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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 | $38,830 | $93,345-58.4% | $119,126-67.4% | $87,485-55.6% |
| Participation rate | 46.6% | 68.7%-22.2pp | 75.8%-29.2pp | 68.9%-22.4pp |
| Annual return | 16.15% | 19.08%-2.9pp | 282.11%-266.0pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,967 | $4,099+45.6% | $5,318+12.2% | $4,274+39.6% |
| Admin fee / account holder | $7,343 | $8,039-8.7% | $10,693-31.3% | $7,775-5.6% |