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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 | $52,525 | $54,541-3.7% | $78,778-33.3% | $70,124-25.1% |
| Participation rate | 23.3% | 60.8%-37.5pp | 69.2%-45.9pp | 69.5%-46.3pp |
| Annual return | 77.52% | 21.07%+56.4pp | 35.62%+41.9pp | 73.14%+4.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,631 | $2,210-26.2% | $2,958-44.9% | $3,332-51.1% |
| Admin fee / account holder | $4,436 | $3,709+19.6% | $5,134-13.6% | $4,645-4.5% |