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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 | $50,088 | $106,524-53.0% | $152,301-67.1% | $87,485-42.7% |
| Participation rate | 33.9% | 75.8%-41.9pp | 82.4%-48.6pp | 68.9%-35.1pp |
| Annual return | 53.78% | 26.89%+26.9pp | 80.50%-26.7pp | 26.06%+27.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,556 | $6,525+0.5% | $8,004-18.1% | $4,274+53.4% |
| Admin fee / account holder | $2,111 | $8,287-74.5% | $14,398-85.3% | $7,775-72.8% |