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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 | $44,261 | $79,089-44.0% | $100,392-55.9% | $74,459-40.6% |
| Participation rate | 39.8% | 79.4%-39.6pp | 81.5%-41.7pp | 67.2%-27.4pp |
| Annual return | 152.02% | 20.61%+131.4pp | 49.45%+102.6pp | 1369.70%-1217.7pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,396 | $7,747-43.3% | $8,090-45.7% | $4,350+1.1% |
| Admin fee / account holder | $1,578 | $1,336+18.1% | $7,904-80.0% | $1,945-18.9% |