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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 | $55,325 | $157,829-64.9% | $136,867-59.6% | $198,609-72.1% |
| Participation rate | 52.6% | 77.2%-24.5pp | 74.5%-21.9pp | 82.4%-29.7pp |
| Annual return | 13.68% | 51.25%-37.6pp | 42.97%-29.3pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,642 | $5,463-51.6% | $4,924-46.3% | $6,977-62.1% |
| Admin fee / account holder | $3,846 | $11,107-65.4% | $10,340-62.8% | $19,030-79.8% |