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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 | $39,335 | $82,133-52.1% | $147,318-73.3% | $64,097-38.6% |
| Participation rate | 48.1% | 62.3%-14.2pp | 82.1%-34.0pp | 55.2%-7.1pp |
| Annual return | 17.15% | 78.78%-61.6pp | 70.43%-53.3pp | 34.64%-17.5pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $6,094 | $5,407+12.7% | $7,906-22.9% | $3,080+97.9% |
| Admin fee / account holder | $7,023 | $3,730+88.3% | $13,708-48.8% | $3,454+103.3% |