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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 | $42,132 | $58,828-28.4% | $78,002-46.0% | $62,881-33.0% |
| Participation rate | 54.0% | 71.1%-17.1pp | 75.5%-21.5pp | 69.3%-15.3pp |
| Annual return | 5.19% | 17.16%-12.0pp | 425.99%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,384 | $2,686+26.0% | $3,497-3.2% | $3,203+5.7% |
| Admin fee / account holder | $1,466 | $4,393-66.6% | $5,481-73.2% | $4,296-65.9% |