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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 | $45,327 | $73,638-38.4% | $95,956-52.8% | $73,493-38.3% |
| Participation rate | 54.9% | 76.2%-21.3pp | 77.1%-22.2pp | 70.7%-15.8pp |
| Annual return | 21.89% | 16.78%+5.1pp | 91.63%-69.7pp | 28.51%-6.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,354 | $3,617+20.4% | $4,167+4.5% | $3,740+16.4% |
| Admin fee / account holder | $2,712 | $482+462.5% | $6,797-60.1% | $513+428.5% |