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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 | $51,921 | $49,976+3.9% | $66,674-22.1% | $82,637-37.2% |
| Participation rate | 52.9% | 63.1%-10.2pp | 73.7%-20.7pp | 68.1%-15.1pp |
| Annual return | 18.50% | 39.09%-20.6pp | 321.24%-302.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,201 | $2,847+12.4% | $4,084-21.6% | $4,126-22.4% |
| Admin fee / account holder | $8,316 | $4,594+81.0% | $5,098+63.1% | $7,339+13.3% |