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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 | $43,841 | $56,134-21.9% | $96,171-54.4% | $85,847-48.9% |
| Participation rate | 52.0% | 56.7%-4.7pp | 68.4%-16.4pp | 69.3%-17.3pp |
| Annual return | 13.34% | 42.30%-29.0pp | 192.04%-178.7pp | 318.61%-305.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,620 | $2,858+61.7% | $4,350+6.2% | $3,952+16.9% |
| Admin fee / account holder | $5,584 | $3,769+48.2% | $5,538+0.8% | $6,261-10.8% |