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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 | $56,589 | $78,425-27.8% | $95,956-41.0% | $79,858-29.1% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 13.55% | 19.37%-5.8pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,064 | $3,440+76.3% | $4,167+45.5% | $3,740+62.1% |
| Admin fee / account holder | $1,713 | $5,622-69.5% | $6,797-74.8% | $5,306-67.7% |