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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 | $42,149 | $52,519-19.7% | $155,789-72.9% | $59,633-29.3% |
| Participation rate | 68.3% | 61.7%+6.6pp | 76.1%-7.8pp | 68.7%-0.4pp |
| Annual return | 3.30% | 53.51%-50.2pp | 71.54%-68.2pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,603 | $3,084+16.8% | $4,798-24.9% | $3,192+12.9% |
| Admin fee / account holder | $876 | $3,540-75.3% | $7,477-88.3% | $4,297-79.6% |