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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 | $58,067 | $79,089-26.6% | $100,392-42.2% | $74,459-22.0% |
| Participation rate | 52.9% | 79.4%-26.5pp | 81.5%-28.6pp | 67.2%-14.3pp |
| Annual return | 19.60% | 20.61%-1.0pp | 49.45%-29.8pp | 1369.70%-1350.1pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,166 | $7,747+5.4% | $8,090+0.9% | $4,350+87.7% |
| Admin fee / account holder | $3,885 | $1,336+190.8% | $7,904-50.8% | $1,945+99.8% |