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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 | $30,080 | $93,598-67.9% | $135,974-77.9% | $75,173-60.0% |
| Participation rate | 52.3% | 75.2%-22.9pp | 81.9%-29.6pp | 67.2%-14.9pp |
| Annual return | 40.11% | 30.89%+9.2pp | 68.30%-28.2pp | 160.72%-120.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,005 | $6,405-6.3% | $7,760-22.6% | $4,126+45.5% |
| Admin fee / account holder | $1,390 | $6,978-80.1% | $10,767-87.1% | $5,651-75.4% |