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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 | $54,952 | $86,294-36.3% | $111,303-50.6% | $85,856-36.0% |
| Participation rate | 55.1% | 73.3%-18.2pp | 77.3%-22.2pp | 69.3%-14.2pp |
| Annual return | 16.01% | 19.99%-4.0pp | 54.66%-38.7pp | 318.58%-302.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,122 | $3,641+150.5% | $4,487+103.3% | $3,952+130.8% |
| Admin fee / account holder | $3,438 | $8,189-58.0% | $7,966-56.8% | $6,261-45.1% |