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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 | $53,949 | $88,672-39.2% | $105,223-48.7% | $82,448-34.6% |
| Participation rate | 67.7% | 67.9%-0.2pp | 75.0%-7.3pp | 68.1%-0.3pp |
| Annual return | 14.52% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,474 | $4,036-38.7% | $5,072-51.2% | $4,139-40.2% |
| Admin fee / account holder | $1,699 | $7,146-76.2% | $8,859-80.8% | $7,234-76.5% |