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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 | $89,259-37.8% | $107,187-48.2% | $82,637-32.8% |
| Participation rate | 44.8% | 67.9%-23.1pp | 75.0%-30.2pp | 68.1%-23.2pp |
| Annual return | 19.70% | 21.02%-1.3pp | 204.55%-184.8pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,059 | $4,037+25.3% | $5,096-0.7% | $4,126+22.6% |
| Admin fee / account holder | $414 | $7,381-94.4% | $9,162-95.5% | $7,339-94.4% |