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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 | $39,340 | $22,602+74.1% | $65,566-40.0% | $75,173-47.7% |
| Participation rate | 50.6% | 63.1%-12.5pp | 64.9%-14.4pp | 67.2%-16.6pp |
| Annual return | 17.42% | 71.13%-53.7pp | 47.40%-30.0pp | 160.72%-143.3pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,963 | $1,695+74.8% | $2,832+4.6% | $4,126-28.2% |
| Admin fee / account holder | $940 | $1,877-49.9% | $4,114-77.1% | $5,651-83.4% |