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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 | $25,210 | $135,956-81.5% | $123,894-79.7% | $273,970-90.8% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 179.58% | 56.63%+122.9pp | 47.52%+132.1pp | 41.46%+138.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,874 | $6,343-54.7% | $5,984-52.0% | $5,287-45.6% |
| Admin fee / account holder | $25,339 | $9,817+158.1% | $8,357+203.2% | $10,132+150.1% |