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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 | $42,306 | $99,875-57.6% | $146,866-71.2% | $86,983-51.4% |
| Participation rate | 32.1% | 75.8%-43.7pp | 82.5%-50.4pp | 69.5%-37.4pp |
| Annual return | 48.36% | 28.10%+20.3pp | 102.85%-54.5pp | 25.83%+22.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,373 | $6,322-62.5% | $7,759-69.4% | $4,194-43.4% |
| Admin fee / account holder | $2,990 | $7,838-61.8% | $13,620-78.0% | $7,856-61.9% |