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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 | $79,003-46.7% | $100,398-58.0% | $74,400-43.4% |
| Participation rate | 54.3% | 79.5%-25.1pp | 81.5%-27.2pp | 67.2%-12.9pp |
| Annual return | 42.51% | 20.62%+21.9pp | 49.32%-6.8pp | 1367.51%-1325.0pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,219 | $7,752+6.0% | $8,084+1.7% | $4,348+89.0% |
| Admin fee / account holder | $1,978 | $1,331+48.6% | $7,893-74.9% | $1,944+1.7% |