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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 | $64,619 | $78,425-17.6% | $95,956-32.7% | $79,858-19.1% |
| Participation rate | 48.9% | 73.5%-24.6pp | 77.1%-28.2pp | 69.6%-20.7pp |
| Annual return | 53.90% | 19.37%+34.5pp | 91.63%-37.7pp | 31.72%+22.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,116 | $3,440+48.7% | $4,167+22.8% | $3,740+36.8% |
| Admin fee / account holder | $6,278 | $5,622+11.7% | $6,797-7.6% | $5,306+18.3% |