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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 | $14,753 | $56,134-73.7% | $96,161-84.7% | $85,856-82.8% |
| Participation rate | 68.4% | 56.7%+11.7pp | 68.4%0pp | 69.3%-0.9pp |
| Annual return | 37.09% | 42.30%-5.2pp | 192.01%-154.9pp | 318.58%-281.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,798-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,341 | $2,858+16.9% | $4,349-23.2% | $3,952-15.5% |
| Admin fee / account holder | $2,020 | $3,769-46.4% | $5,538-63.5% | $6,261-67.7% |