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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 | $32,812 | $91,559-64.2% | $133,959-75.5% | $79,858-58.9% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.3pp | 69.6%-15.1pp |
| Annual return | 15.34% | 61.85%-46.5pp | 45.09%-29.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,772 | $3,734+27.8% | $5,047-5.4% | $3,740+27.6% |
| Admin fee / account holder | $3,277 | $6,321-48.2% | $8,928-63.3% | $5,306-38.2% |