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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 | $5,377 | $51,638-89.6% | $68,368-92.1% | $82,448-93.5% |
| Participation rate | 67.4% | 63.6%+3.8pp | 73.8%-6.3pp | 68.1%-0.6pp |
| Annual return | 26.82% | 37.53%-10.7pp | 292.57%-265.8pp | 41.64%-14.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,870 | $2,914-35.8% | $4,123-54.6% | $4,139-54.8% |
| Admin fee / account holder | $418 | $4,643-91.0% | $5,150-91.9% | $7,234-94.2% |