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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 | $50,547 | $76,407-33.8% | $150,298-66.4% | $82,448-38.7% |
| Participation rate | 54.1% | 66.4%-12.3pp | 77.8%-23.7pp | 68.1%-14.0pp |
| Annual return | 13.66% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,873 | $3,214-10.6% | $5,453-47.3% | $4,139-30.6% |
| Admin fee / account holder | $1,100 | $6,352-82.7% | $14,116-92.2% | $7,234-84.8% |