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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 | $38,677 | $153,311-74.8% | $109,313-64.6% | $273,972-85.9% |
| Participation rate | 60.0% | 80.1%-20.1pp | 71.3%-11.3pp | 83.0%-23.0pp |
| Annual return | 152.21% | 29.86%+122.3pp | 22.07%+130.1pp | 41.46%+110.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,327 | $3,932-40.8% | $3,166-26.5% | $5,287-56.0% |
| Admin fee / account holder | $4,141 | $8,076-48.7% | $5,666-26.9% | $10,133-59.1% |