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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 | $46,256 | $43,730+5.8% | $66,674-30.6% | $64,097-27.8% |
| Participation rate | 42.2% | 50.7%-8.5pp | 73.7%-31.4pp | 55.2%-12.9pp |
| Annual return | 17.38% | 53.62%-36.2pp | 321.24%-303.9pp | 34.64%-17.3pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,952 | $2,122-8.0% | $4,084-52.2% | $3,080-36.6% |
| Admin fee / account holder | $1,098 | $2,708-59.4% | $5,098-78.5% | $3,454-68.2% |