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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 | $51,807 | $78,707-34.2% | $117,861-56.0% | $70,126-26.1% |
| Participation rate | 26.1% | 73.2%-47.1pp | 79.7%-53.6pp | 69.5%-43.5pp |
| Annual return | 26.74% | 23.30%+3.4pp | 335.11%-308.4pp | 73.15%-46.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,694 | $3,297-18.3% | $4,482-39.9% | $3,332-19.1% |
| Admin fee / account holder | $1,282 | $5,066-74.7% | $8,021-84.0% | $4,645-72.4% |