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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 | $41,265 | $108,912-62.1% | $100,383-58.9% | $145,959-71.7% |
| Participation rate | 61.1% | 83.0%-21.8pp | 81.5%-20.4pp | 80.3%-19.2pp |
| Annual return | 21.98% | 57.96%-36.0pp | 49.26%-27.3pp | 561.95%-540.0pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,824 | $8,451+28.1% | $8,086+33.9% | $6,689+61.8% |
| Admin fee / account holder | $3,938 | $9,690-59.4% | $7,900-50.2% | $13,398-70.6% |