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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 | $40,505 | $109,359-63.0% | $162,185-75.0% | $72,976-44.5% |
| Participation rate | 41.2% | 84.3%-43.1pp | 87.6%-46.4pp | 69.5%-28.3pp |
| Annual return | 53.56% | 25.46%+28.1pp | 115.61%-62.0pp | 81.02%-27.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,827 | $5,481-48.4% | $7,297-61.3% | $3,608-21.6% |
| Admin fee / account holder | $4,219 | $7,972-47.1% | $10,844-61.1% | $5,124-17.7% |