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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 | $40,640 | $77,449-47.5% | $69,483-41.5% | $152,909-73.4% |
| Participation rate | 26.3% | 78.1%-51.8pp | 74.6%-48.3pp | 82.5%-56.1pp |
| Annual return | 58.52% | 39.09%+19.4pp | 28.99%+29.5pp | 345.46%-286.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,486 | $4,415-43.7% | $3,537-29.7% | $5,851-57.5% |
| Admin fee / account holder | $5,325 | $6,210-14.3% | $3,841+38.6% | $11,601-54.1% |