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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 | $52,883 | $88,672-40.4% | $105,223-49.7% | $82,448-35.9% |
| Participation rate | 39.4% | 67.9%-28.5pp | 75.0%-35.7pp | 68.1%-28.7pp |
| Annual return | 19.67% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,197 | $4,036+4.0% | $5,072-17.2% | $4,139+1.4% |
| Admin fee / account holder | $6,141 | $7,146-14.1% | $8,859-30.7% | $7,234-15.1% |