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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 | $52,845 | $51,638+2.3% | $68,368-22.7% | $82,448-35.9% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 18.48% | 37.53%-19.0pp | 292.57%-274.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,189 | $2,914+43.8% | $4,123+1.6% | $4,139+1.2% |
| Admin fee / account holder | $1,411 | $4,643-69.6% | $5,150-72.6% | $7,234-80.5% |