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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 | $40,078 | $56,054-28.5% | $171,082-76.6% | $62,881-36.3% |
| Participation rate | 21.4% | 62.9%-41.4pp | 76.7%-55.3pp | 69.3%-47.9pp |
| Annual return | 206.24% | 22.52%+183.7pp | 32.56%+173.7pp | 20.14%+186.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,602 | $3,158-17.6% | $4,797-45.8% | $3,203-18.8% |
| Admin fee / account holder | $1,125 | $3,647-69.2% | $8,520-86.8% | $4,296-73.8% |