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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 | $39,961 | $57,140-30.1% | $85,240-53.1% | $80,959-50.6% |
| Participation rate | 41.9% | 56.4%-14.6pp | 67.5%-25.7pp | 67.7%-25.8pp |
| Annual return | 63.93% | 21.71%+42.2pp | 66.75%-2.8pp | 35.67%+28.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,619 | $3,115+16.2% | $4,527-20.1% | $4,300-15.8% |
| Admin fee / account holder | $972 | $4,992-80.5% | $6,165-84.2% | $6,925-86.0% |