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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 | $52,107 | $24,618+111.7% | $71,585-27.2% | $82,637-36.9% |
| Participation rate | 54.5% | 68.2%-13.6pp | 68.2%-13.6pp | 68.1%-13.5pp |
| Annual return | 22.69% | 93.17%-70.5pp | 59.26%-36.6pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,183 | $1,720+85.0% | $2,923+8.9% | $4,126-22.8% |
| Admin fee / account holder | $4,333 | $3,285+31.9% | $4,712-8.0% | $7,339-41.0% |