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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 | $35,554 | $105,200-66.2% | $159,474-77.7% | $85,847-58.6% |
| Participation rate | 41.9% | 75.8%-33.8pp | 82.8%-40.9pp | 69.3%-27.4pp |
| Annual return | 15.72% | 45.08%-29.4pp | 263.68%-248.0pp | 318.61%-302.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,617 | $5,946-39.2% | $7,353-50.8% | $3,952-8.5% |
| Admin fee / account holder | $648 | $6,934-90.7% | $10,802-94.0% | $6,261-89.6% |