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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 | $45,142 | $91,559-50.7% | $133,971-66.3% | $79,852-43.5% |
| Participation rate | 57.8% | 73.3%-15.6pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | 11.83% | 61.85%-50.0pp | 45.09%-33.3pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,389 | $3,734+17.5% | $5,047-13.0% | $3,740+17.3% |
| Admin fee / account holder | $7,738 | $6,321+22.4% | $8,929-13.3% | $5,306+45.8% |