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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 | $43,558 | $89,370-51.3% | $141,197-69.2% | $72,976-40.3% |
| Participation rate | 56.6% | 75.1%-18.5pp | 82.5%-25.9pp | 69.5%-12.9pp |
| Annual return | 26.70% | 111.88%-85.2pp | 71.41%-44.7pp | 81.02%-54.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,572 | $5,419+21.3% | $6,710-2.1% | $3,608+82.2% |
| Admin fee / account holder | $3,460 | $5,957-41.9% | $10,265-66.3% | $5,124-32.5% |