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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 | $42,080 | $97,125-56.7% | $86,233-51.2% | $137,256-69.3% |
| Participation rate | 56.3% | 74.2%-17.9pp | 69.0%-12.8pp | 80.0%-23.7pp |
| Annual return | 13.04% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,461 | $5,180+5.4% | $4,559+19.8% | $6,407-14.8% |
| Admin fee / account holder | $1,315 | $9,725-86.5% | $8,342-84.2% | $12,270-89.3% |