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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 | $42,127 | $79,089-46.7% | $100,392-58.0% | $74,459-43.4% |
| Participation rate | 54.3% | 79.4%-25.1pp | 81.5%-27.2pp | 67.2%-12.9pp |
| Annual return | 42.51% | 20.61%+21.9pp | 49.45%-6.9pp | 1369.70%-1327.2pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,219 | $7,747+6.1% | $8,090+1.6% | $4,350+88.9% |
| Admin fee / account holder | $1,978 | $1,336+48.0% | $7,904-75.0% | $1,945+1.7% |