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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 | $37,235 | $93,598-60.2% | $135,974-72.6% | $75,173-50.5% |
| Participation rate | 40.9% | 75.2%-34.3pp | 81.9%-41.1pp | 67.2%-26.3pp |
| Annual return | 72.50% | 30.89%+41.6pp | 68.30%+4.2pp | 160.72%-88.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,653 | $6,405-11.8% | $7,760-27.2% | $4,126+37.0% |
| Admin fee / account holder | $347 | $6,978-95.0% | $10,767-96.8% | $5,651-93.9% |