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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 | $52,124 | $82,133-36.5% | $147,318-64.6% | $64,097-18.7% |
| Participation rate | 65.3% | 62.3%+3.0pp | 82.1%-16.8pp | 55.2%+10.1pp |
| Annual return | 23.36% | 78.78%-55.4pp | 70.43%-47.1pp | 34.64%-11.3pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8,693 | $5,407+60.8% | $7,906+9.9% | $3,080+182.2% |
| Admin fee / account holder | $6,534 | $3,730+75.2% | $13,708-52.3% | $3,454+89.1% |