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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 | $46,141 | $114,013-59.5% | $103,693-55.5% | $155,188-70.3% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.3pp | 80.8%-27.5pp |
| Annual return | 13.94% | 49.31%-35.4pp | 47.61%-33.7pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,250 | $4,970+5.6% | $4,579+14.6% | $6,531-19.6% |
| Admin fee / account holder | $592 | $8,407-93.0% | $7,858-92.5% | $14,480-95.9% |