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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 | $25,620 | $77,816-67.1% | $123,549-79.3% | $64,181-60.1% |
| Participation rate | 39.4% | 74.7%-35.3pp | 82.3%-42.9pp | 69.6%-30.2pp |
| Annual return | 50.72% | 12.49%+38.2pp | 119.20%-68.5pp | 7.63%+43.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,684 | $5,240-29.7% | $6,426-42.7% | $3,470+6.2% |
| Admin fee / account holder | $2,425 | $5,519-56.1% | $9,284-73.9% | $4,887-50.4% |