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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 | $21,365 | $65,361-67.3% | $92,903-77.0% | $72,983-70.7% |
| Participation rate | 48.9% | 68.3%-19.4pp | 76.0%-27.1pp | 69.5%-20.6pp |
| Annual return | 31.19% | 42.11%-10.9pp | 109.43%-78.2pp | 81.01%-49.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,217 | $3,128+34.8% | $4,238-0.5% | $3,608+16.9% |
| Admin fee / account holder | $3,238 | $4,251-23.8% | $5,795-44.1% | $5,124-36.8% |