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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 | $40,168 | $48,364-16.9% | $71,796-44.1% | $62,881-36.1% |
| Participation rate | 48.9% | 60.6%-11.7pp | 69.1%-20.2pp | 69.3%-20.4pp |
| Annual return | 7.13% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,564 | $2,091+22.6% | $2,794-8.2% | $3,203-19.9% |
| Admin fee / account holder | $1,895 | $3,771-49.7% | $4,815-60.6% | $4,296-55.9% |