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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 | $40,042 | $53,774-25.5% | $134,162-70.2% | $79,856-49.9% |
| Participation rate | 42.3% | 58.8%-16.5pp | 72.2%-29.9pp | 69.6%-27.3pp |
| Annual return | 107.44% | 19.01%+88.4pp | 36.35%+71.1pp | 31.71%+75.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,351 | $2,420+79.8% | $3,500+24.3% | $3,741+16.3% |
| Admin fee / account holder | $315 | $3,985-92.1% | $6,685-95.3% | $5,306-94.1% |