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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 | $25,707 | $54,541-52.9% | $78,778-67.4% | $70,126-63.3% |
| Participation rate | 61.4% | 60.8%+0.6pp | 69.2%-7.8pp | 69.5%-8.2pp |
| Annual return | 52.02% | 21.07%+30.9pp | 35.62%+16.4pp | 73.15%-21.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,062 | $2,210-52.0% | $2,958-64.1% | $3,332-68.1% |
| Admin fee / account holder | $762 | $3,709-79.5% | $5,134-85.2% | $4,645-83.6% |