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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 | $47,558 | $88,672-46.4% | $105,223-54.8% | $82,448-42.3% |
| Participation rate | 66.2% | 67.9%-1.8pp | 75.0%-8.9pp | 68.1%-1.9pp |
| Annual return | 14.79% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,870 | $4,036-4.1% | $5,072-23.7% | $4,139-6.5% |
| Admin fee / account holder | $1,096 | $7,146-84.7% | $8,859-87.6% | $7,234-84.8% |