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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 | $41,224 | $48,053-14.2% | $84,623-51.3% | $72,983-43.5% |
| Participation rate | 37.5% | 57.6%-20.1pp | 68.2%-30.7pp | 69.5%-32.0pp |
| Annual return | 22.86% | 37.39%-14.5pp | 258.77%-235.9pp | 81.01%-58.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $869 | $2,681-67.6% | $3,899-77.7% | $3,608-75.9% |
| Admin fee / account holder | $450 | $3,395-86.8% | $4,913-90.8% | $5,124-91.2% |