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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 | $51,525 | $43,730+17.8% | $121,220-57.5% | $64,173-19.7% |
| Participation rate | 53.5% | 58.3%-4.9pp | 71.8%-18.3pp | 69.6%-16.1pp |
| Annual return | 12.23% | 68.94%-56.7pp | 16.94%-4.7pp | 7.63%+4.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,316 | $2,281+45.4% | $3,345-0.9% | $3,470-4.4% |
| Admin fee / account holder | $302 | $3,502-91.4% | $5,021-94.0% | $4,887-93.8% |