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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 | $39,883 | $54,757-27.2% | $90,300-55.8% | $72,983-45.4% |
| Participation rate | 34.5% | 65.1%-30.7pp | 73.3%-38.8pp | 69.5%-35.0pp |
| Annual return | 89.68% | 30.63%+59.0pp | 78.11%+11.6pp | 81.01%+8.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,143 | $2,887-25.8% | $3,884-44.8% | $3,608-40.6% |
| Admin fee / account holder | $558 | $3,972-85.9% | $5,353-89.6% | $5,124-89.1% |