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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 | $30,775 | $78,428-60.8% | $95,960-67.9% | $79,852-61.5% |
| Participation rate | 51.4% | 73.5%-22.1pp | 77.1%-25.7pp | 69.6%-18.3pp |
| Annual return | 22.85% | 19.37%+3.5pp | 91.63%-68.8pp | 31.72%-8.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,674 | $3,440+35.9% | $4,167+12.2% | $3,740+25.0% |
| Admin fee / account holder | $1,961 | $5,622-65.1% | $6,797-71.1% | $5,306-63.0% |