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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 | $39,134 | $48,053-18.6% | $84,628-53.8% | $72,975-46.4% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | 25.44% | 37.39%-12.0pp | 258.80%-233.4pp | 81.01%-55.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,299 | $2,681+135.0% | $3,900+61.5% | $3,608+74.6% |
| Admin fee / account holder | $2,449 | $3,395-27.9% | $4,914-50.2% | $5,124-52.2% |