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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 | $40,615 | $85,171-52.3% | $172,752-76.5% | $72,975-44.3% |
| Participation rate | 48.5% | 70.1%-21.6pp | 82.6%-34.2pp | 69.5%-21.0pp |
| Annual return | 29.74% | 27.32%+2.4pp | 802.97%-773.2pp | 81.01%-51.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,890 | $3,260+203.4% | $5,198+90.3% | $3,608+174.1% |
| Admin fee / account holder | $1,478 | $5,880-74.9% | $13,955-89.4% | $5,124-71.2% |