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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 | $81,870 | $91,559-10.6% | $133,959-38.9% | $79,858+2.5% |
| Participation rate | 48.3% | 73.3%-25.1pp | 79.8%-31.6pp | 69.6%-21.4pp |
| Annual return | 20.40% | 61.85%-41.4pp | 45.09%-24.7pp | 31.72%-11.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,176 | $3,734-41.7% | $5,047-56.9% | $3,740-41.8% |
| Admin fee / account holder | $1,788 | $6,321-71.7% | $8,928-80.0% | $5,306-66.3% |