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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 | $44,876 | $58,311-23.0% | $81,882-45.2% | $80,959-44.6% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 17.25% | 41.85%-24.6pp | 779.47%-762.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,828 | $3,287-44.4% | $4,323-57.7% | $4,300-57.5% |
| Admin fee / account holder | $5,232 | $4,752+10.1% | $7,360-28.9% | $6,925-24.4% |