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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 | $57,334 | $91,559-37.4% | $133,978-57.2% | $79,856-28.2% |
| Participation rate | 48.9% | 73.3%-24.5pp | 79.8%-31.0pp | 69.6%-20.8pp |
| Annual return | 17.50% | 61.85%-44.3pp | 45.10%-27.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,244 | $3,734-13.1% | $5,047-35.7% | $3,741-13.3% |
| Admin fee / account holder | $799 | $6,321-87.4% | $8,930-91.1% | $5,306-84.9% |