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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 | $51,835 | $106,864-51.5% | $147,318-64.8% | $82,637-37.3% |
| Participation rate | 37.9% | 75.5%-37.6pp | 82.1%-44.2pp | 68.1%-30.2pp |
| Annual return | 22.06% | 27.49%-5.4pp | 70.43%-48.4pp | 53.51%-31.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,003 | $6,496-23.0% | $7,906-36.7% | $4,126+21.2% |
| Admin fee / account holder | $1,087 | $8,415-87.1% | $13,708-92.1% | $7,339-85.2% |