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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 | $42,643 | $91,439-53.4% | $135,974-68.6% | $71,511-40.4% |
| Participation rate | 68.0% | 75.7%-7.7pp | 81.9%-14.0pp | 67.9%0pp |
| Annual return | 102.84% | 29.90%+72.9pp | 68.30%+34.5pp | 28.86%+74.0pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $14,222 | $7,093+100.5% | $7,760+83.3% | $4,291+231.5% |
| Admin fee / account holder | $799 | $1,267-36.9% | $10,767-92.6% | $1,588-49.7% |