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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 | $39,169 | $82,133-52.3% | $147,318-73.4% | $64,097-38.9% |
| Participation rate | 36.7% | 62.3%-25.6pp | 82.1%-45.3pp | 55.2%-18.5pp |
| Annual return | 18.43% | 78.78%-60.4pp | 70.43%-52.0pp | 34.64%-16.2pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,129 | $5,407-42.1% | $7,906-60.4% | $3,080+1.6% |
| Admin fee / account holder | $4,680 | $3,730+25.5% | $13,708-65.9% | $3,454+35.5% |