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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 | $42,143 | $49,976-15.7% | $66,674-36.8% | $82,637-49.0% |
| Participation rate | 27.8% | 63.1%-35.2pp | 73.7%-45.8pp | 68.1%-40.2pp |
| Annual return | 14.64% | 39.09%-24.4pp | 321.24%-306.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,802 | $2,847-36.7% | $4,084-55.9% | $4,126-56.3% |
| Admin fee / account holder | $6,161 | $4,594+34.1% | $5,098+20.9% | $7,339-16.0% |