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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 | $36,519 | $58,828-37.9% | $78,002-53.2% | $62,881-41.9% |
| Participation rate | 53.1% | 71.1%-17.9pp | 75.5%-22.4pp | 69.3%-16.2pp |
| Annual return | 6.09% | 17.16%-11.1pp | 425.99%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,473 | $2,686+29.3% | $3,497-0.7% | $3,203+8.4% |
| Admin fee / account holder | $2,579 | $4,393-41.3% | $5,481-52.9% | $4,296-40.0% |