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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 | $89,259-56.5% | $107,187-63.8% | $82,637-53.0% |
| Participation rate | 46.6% | 67.9%-21.4pp | 75.0%-28.5pp | 68.1%-21.5pp |
| Annual return | 16.15% | 21.02%-4.9pp | 204.55%-188.4pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,967 | $4,037+47.8% | $5,096+17.1% | $4,126+44.6% |
| Admin fee / account holder | $7,343 | $7,381-0.5% | $9,162-19.9% | $7,339+0.1% |