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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 | $32,651 | $95,406-65.8% | $185,849-82.4% | $85,847-62.0% |
| Participation rate | 44.9% | 68.8%-23.9pp | 81.7%-36.8pp | 69.3%-24.4pp |
| Annual return | 26.30% | 23.59%+2.7pp | 122.10%-95.8pp | 318.61%-292.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,225 | $3,424-5.8% | $5,569-42.1% | $3,952-18.4% |
| Admin fee / account holder | $3,804 | $7,214-47.3% | $16,244-76.6% | $6,261-39.2% |