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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 | $57,215 | $102,638-44.3% | $81,982-30.2% | $158,982-64.0% |
| Participation rate | 47.4% | 75.5%-28.2pp | 69.3%-21.9pp | 82.0%-34.6pp |
| Annual return | 19.29% | 61.05%-41.8pp | 41.31%-22.0pp | 302.99%-283.7pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,856 | $4,649+4.4% | $3,722+30.4% | $5,983-18.9% |
| Admin fee / account holder | $1,020 | $8,237-87.6% | $5,665-82.0% | $11,252-90.9% |