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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 | $20,326 | $50,972-60.1% | $88,632-77.1% | $72,976-72.1% |
| Participation rate | 51.4% | 63.4%-12.0pp | 68.8%-17.3pp | 69.5%-18.1pp |
| Annual return | 58.28% | 29.62%+28.7pp | 43.75%+14.5pp | 81.02%-22.7pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,101-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,664 | $2,230+64.3% | $2,917+25.6% | $3,608+1.6% |
| Admin fee / account holder | $1,698 | $3,230-47.4% | $4,308-60.6% | $5,124-66.9% |