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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 | $49,511 | $81,208-39.0% | $98,920-49.9% | $79,852-38.0% |
| Participation rate | 25.6% | 72.5%-46.9pp | 76.0%-50.4pp | 69.6%-44.0pp |
| Annual return | 19.95% | 60.99%-41.0pp | 196.47%-176.5pp | 31.72%-11.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,507 | $3,265-23.2% | $4,245-41.0% | $3,740-33.0% |
| Admin fee / account holder | $1,223 | $6,013-79.7% | $6,643-81.6% | $5,306-76.9% |