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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 | $33,723 | $115,814-70.9% | $101,275-66.7% | $158,982-78.8% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 19.30% | 56.16%-36.9pp | 46.48%-27.2pp | 302.99%-283.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,864 | $4,958-62.4% | $4,371-57.3% | $5,983-68.8% |
| Admin fee / account holder | $1,213 | $7,249-83.3% | $5,948-79.6% | $11,252-89.2% |