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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 | $58,991 | $61,816-4.6% | $97,260-39.3% | $80,935-27.1% |
| Participation rate | 40.7% | 63.5%-22.7pp | 72.7%-31.9pp | 67.7%-26.9pp |
| Annual return | 15.22% | -558.73%+574.0pp | 75.54%-60.3pp | 35.66%-20.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,080 | $3,027+67.8% | $4,262+19.2% | $4,299+18.2% |
| Admin fee / account holder | $651 | $5,166-87.4% | $5,640-88.5% | $6,924-90.6% |