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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 | $97,125-70.1% | $86,233-66.3% | $137,256-78.8% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.0%-16.1pp | 80.0%-27.0pp |
| Annual return | 17.73% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,705 | $5,180+10.1% | $4,559+25.1% | $6,407-11.0% |
| Admin fee / account holder | $4,598 | $9,725-52.7% | $8,342-44.9% | $12,270-62.5% |