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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 | $55,902-56.4% | $76,030-67.9% | $80,959-69.9% |
| Participation rate | 64.1% | 62.1%+2.0pp | 69.1%-5.0pp | 67.7%-3.6pp |
| Annual return | 13.02% | 20.59%-7.6pp | 361.54%-348.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $14,316 | $1,867+666.9% | $2,688+432.7% | $2,757+419.2% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,726 | $5,239-48.0% | $6,421-57.5% | $6,925-60.6% |