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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 | $50,459 | $51,638-2.3% | $68,368-26.2% | $82,448-38.8% |
| Participation rate | 55.7% | 63.6%-7.9pp | 73.8%-18.0pp | 68.1%-12.4pp |
| Annual return | 14.32% | 37.53%-23.2pp | 292.57%-278.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,468 | $2,914-49.6% | $4,123-64.4% | $4,139-64.5% |
| Admin fee / account holder | $8,887 | $4,643+91.4% | $5,150+72.6% | $7,234+22.8% |