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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 | $49,666 | $79,223-37.3% | $102,460-51.5% | $74,478-33.3% |
| Participation rate | 36.7% | 74.8%-38.1pp | 76.5%-39.8pp | 67.2%-30.5pp |
| Annual return | 15.58% | 54.98%-39.4pp | 29.47%-13.9pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,497 | $4,417-43.5% | $5,056-50.6% | $4,350-42.6% |
| Admin fee / account holder | $2,146 | $2,003+7.1% | $9,460-77.3% | $1,946+10.3% |