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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 | $24,244 | $62,672-61.3% | $185,117-86.9% | $70,126-65.4% |
| Participation rate | 41.8% | 63.8%-22.0pp | 77.3%-35.5pp | 69.5%-27.7pp |
| Annual return | 58.39% | 40.79%+17.6pp | 40.50%+17.9pp | 73.15%-14.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,348 | $3,272+2.3% | $5,045-33.6% | $3,332+0.5% |
| Admin fee / account holder | $1,538 | $3,932-60.9% | $8,159-81.1% | $4,645-66.9% |