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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 | $42,346 | $98,776-57.1% | $149,745-71.7% | $79,856-47.0% |
| Participation rate | 55.7% | 75.8%-20.1pp | 82.5%-26.8pp | 69.6%-13.9pp |
| Annual return | 27.30% | 27.38%-0.1pp | 276.72%-249.4pp | 31.71%-4.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,346 | $5,681+29.3% | $6,843+7.4% | $3,741+96.4% |
| Admin fee / account holder | $2,720 | $6,053-55.1% | $9,312-70.8% | $5,306-48.7% |