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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 | $55,562 | $88,672-37.3% | $105,223-47.2% | $82,448-32.6% |
| Participation rate | 44.8% | 67.9%-23.1pp | 75.0%-30.2pp | 68.1%-23.2pp |
| Annual return | 19.70% | 30.86%-11.2pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,059 | $4,036+25.4% | $5,072-0.2% | $4,139+22.2% |
| Admin fee / account holder | $414 | $7,146-94.2% | $8,859-95.3% | $7,234-94.3% |