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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 | $40,506 | $98,766-59.0% | $149,730-72.9% | $79,852-49.3% |
| Participation rate | 46.7% | 75.8%-29.1pp | 82.5%-35.8pp | 69.6%-23.0pp |
| Annual return | 85.82% | 27.43%+58.4pp | 276.70%-190.9pp | 31.72%+54.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,045 | $5,681+6.4% | $6,843-11.7% | $3,740+61.6% |
| Admin fee / account holder | $4,145 | $6,052-31.5% | $9,310-55.5% | $5,306-21.9% |