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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 | $40,414 | $95,404-57.6% | $113,397-64.4% | $82,637-51.1% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.5%-22.9pp | 68.1%-14.5pp |
| Annual return | 42.45% | 19.08%+23.4pp | 23.20%+19.3pp | 53.51%-11.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,915 | $4,220+40.2% | $5,076+16.5% | $4,126+43.4% |
| Admin fee / account holder | $10,763 | $9,168+17.4% | $11,957-10.0% | $7,339+46.7% |