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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 | $100,004-69.4% | $81,438-62.4% | $145,959-79.0% |
| Participation rate | 41.7% | 74.2%-32.5pp | 69.5%-27.8pp | 80.3%-38.6pp |
| Annual return | 13.16% | 34.34%-21.2pp | 24.74%-11.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,041 | $4,603+31.2% | $3,883+55.6% | $6,689-9.7% |
| Admin fee / account holder | $7,956 | $8,202-3.0% | $5,764+38.0% | $13,398-40.6% |