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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 | $55,347 | $78,423-29.4% | $95,964-42.3% | $79,856-30.7% |
| Participation rate | 56.5% | 73.5%-17.0pp | 77.1%-20.6pp | 69.6%-13.2pp |
| Annual return | 27.07% | 19.37%+7.7pp | 91.64%-64.6pp | 31.71%-4.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,048 | $3,440+163.0% | $4,167+117.2% | $3,741+141.9% |
| Admin fee / account holder | $791 | $5,622-85.9% | $6,797-88.4% | $5,306-85.1% |