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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 | $54,400 | $79,557-31.6% | $118,746-54.2% | $70,126-22.4% |
| Participation rate | 47.2% | 71.4%-24.1pp | 78.3%-31.1pp | 69.5%-22.3pp |
| Annual return | 65.94% | 25.64%+40.3pp | 24.54%+41.4pp | 73.15%-7.2pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,581 | $4,089-36.9% | $5,332-51.6% | $3,332-22.5% |
| Admin fee / account holder | $815 | $5,374-84.8% | $10,720-92.4% | $4,645-82.5% |