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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 | $25,211 | $58,275-56.7% | $81,844-69.2% | $80,935-68.9% |
| Participation rate | 42.5% | 63.5%-21.0pp | 72.4%-29.9pp | 67.7%-25.2pp |
| Annual return | 18.32% | 41.82%-23.5pp | 778.87%-760.5pp | 35.66%-17.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,294 | $3,285-60.6% | $4,323-70.1% | $4,299-69.9% |
| Admin fee / account holder | $4,143 | $4,749-12.7% | $7,355-43.7% | $6,924-40.2% |