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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 | $27,935 | $105,200-73.4% | $159,474-82.5% | $85,847-67.5% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.8%-23.4pp | 69.3%-9.9pp |
| Annual return | 23.02% | 45.08%-22.1pp | 263.68%-240.7pp | 318.61%-295.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,560 | $5,946-6.5% | $7,353-24.4% | $3,952+40.7% |
| Admin fee / account holder | $4,027 | $6,934-41.9% | $10,802-62.7% | $6,261-35.7% |