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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 | $30,640 | $100,262-69.4% | $81,370-62.3% | $145,897-79.0% |
| Participation rate | 41.7% | 74.3%-32.6pp | 69.5%-27.9pp | 80.3%-38.6pp |
| Annual return | 13.16% | 34.52%-21.4pp | 24.85%-11.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,041 | $4,612+31.0% | $3,885+55.5% | $6,689-9.7% |
| Admin fee / account holder | $7,956 | $8,163-2.5% | $5,749+38.4% | $13,390-40.6% |