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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 | $34,550 | $93,598-63.1% | $135,974-74.6% | $75,173-54.0% |
| Participation rate | 32.2% | 75.2%-43.0pp | 81.9%-49.7pp | 67.2%-35.0pp |
| Annual return | 103.43% | 30.89%+72.5pp | 68.30%+35.1pp | 160.72%-57.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,510 | $6,405-29.6% | $7,760-41.9% | $4,126+9.3% |
| Admin fee / account holder | $1,220 | $6,978-82.5% | $10,767-88.7% | $5,651-78.4% |