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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 | $52,178 | $67,823-23.1% | $52,425-0.5% | $137,256-62.0% |
| Participation rate | 54.5% | 63.9%-9.4pp | 55.6%-1.1pp | 80.0%-25.4pp |
| Annual return | 16.42% | 219.11%-202.7pp | 302.12%-285.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,464 | $2,288-36.0% | $1,790-18.2% | $6,407-77.2% |
| Admin fee / account holder | $2,698 | $2,844-5.1% | $2,495+8.2% | $12,270-78.0% |