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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 | $24,383 | $56,060-56.5% | $76,002-67.9% | $80,874-69.9% |
| Participation rate | 64.1% | 62.0%+2.1pp | 69.1%-5.0pp | 67.6%-3.5pp |
| Annual return | 13.02% | 20.54%-7.5pp | 360.07%-347.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $14,316 | $1,873+664.2% | $2,688+432.5% | $2,756+419.5% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,726 | $5,237-48.0% | $6,414-57.5% | $6,935-60.7% |