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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 | $53,455 | $47,944+11.5% | $67,834-21.2% | $62,881-15.0% |
| Participation rate | 29.2% | 61.1%-31.8pp | 68.8%-39.6pp | 69.3%-40.1pp |
| Annual return | 4.80% | 11.77%-7.0pp | 138.47%-133.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,766 | $2,247+23.1% | $3,160-12.5% | $3,203-13.6% |
| Admin fee / account holder | $1,971 | $3,712-46.9% | $4,622-57.4% | $4,296-54.1% |