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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 | $36,543 | $52,380-30.2% | $98,775-63.0% | $85,847-57.4% |
| Participation rate | 51.9% | 58.0%-6.0pp | 65.7%-13.8pp | 69.3%-17.4pp |
| Annual return | 13.34% | 25.82%-12.5pp | 49.92%-36.6pp | 318.61%-305.3pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,349 | $2,101+59.4% | $3,035+10.4% | $3,952-15.2% |
| Admin fee / account holder | $3,729 | $3,865-3.5% | $4,076-8.5% | $6,261-40.4% |