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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 | $52,783 | $81,208-35.0% | $98,920-46.6% | $79,852-33.9% |
| Participation rate | 30.2% | 72.5%-42.3pp | 76.0%-45.9pp | 69.6%-39.5pp |
| Annual return | 16.37% | 60.99%-44.6pp | 196.47%-180.1pp | 31.72%-15.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,895 | $3,265-42.0% | $4,245-55.4% | $3,740-49.3% |
| Admin fee / account holder | $5,374 | $6,013-10.6% | $6,643-19.1% | $5,306+1.3% |