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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 | $69,256 | $99,652-30.5% | $78,778-12.1% | $147,586-53.1% |
| Participation rate | 46.7% | 76.2%-29.6pp | 69.2%-22.5pp | 82.8%-36.2pp |
| Annual return | 9.33% | 47.28%-38.0pp | 35.62%-26.3pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,721 | $3,664+28.9% | $2,958+59.6% | $5,439-13.2% |
| Admin fee / account holder | $594 | $7,155-91.7% | $5,134-88.4% | $10,886-94.5% |