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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 | $37,385 | $86,288-56.7% | $111,306-66.4% | $85,851-56.5% |
| Participation rate | 68.3% | 73.3%-5.0pp | 77.3%-9.0pp | 69.3%-1.0pp |
| Annual return | 39.20% | 19.99%+19.2pp | 54.67%-15.5pp | 318.63%-279.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,655 | $3,641+0.4% | $4,488-18.5% | $3,952-7.5% |
| Admin fee / account holder | $11,125 | $8,189+35.8% | $7,966+39.7% | $6,261+77.7% |