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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 | $28,993 | $51,638-43.9% | $68,368-57.6% | $82,448-64.8% |
| Participation rate | 58.6% | 63.6%-5.0pp | 73.8%-15.1pp | 68.1%-9.4pp |
| Annual return | 25.37% | 37.53%-12.2pp | 292.57%-267.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,169 | $2,914+43.1% | $4,123+1.1% | $4,139+0.7% |
| Admin fee / account holder | $346 | $4,643-92.5% | $5,150-93.3% | $7,234-95.2% |