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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 | $44,367 | $51,638-14.1% | $68,368-35.1% | $82,448-46.2% |
| Participation rate | 31.0% | 63.6%-32.6pp | 73.8%-42.7pp | 68.1%-37.0pp |
| Annual return | 18.11% | 37.53%-19.4pp | 292.57%-274.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,771 | $2,914-39.2% | $4,123-57.0% | $4,139-57.2% |
| Admin fee / account holder | $444 | $4,643-90.4% | $5,150-91.4% | $7,234-93.9% |