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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 | $29,042 | $108,882-73.3% | $96,754-70.0% | $154,746-81.2% |
| Participation rate | 52.9% | 75.1%-22.1pp | 70.3%-17.3pp | 80.7%-27.8pp |
| Annual return | 17.73% | 98.39%-80.7pp | 82.04%-64.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,705 | $5,323+7.2% | $4,758+19.9% | $6,730-15.2% |
| Admin fee / account holder | $4,598 | $10,200-54.9% | $8,905-48.4% | $14,365-68.0% |