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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 | $55,560 | $82,133-32.4% | $147,318-62.3% | $64,097-13.3% |
| Participation rate | 17.5% | 62.3%-44.8pp | 82.1%-64.6pp | 55.2%-37.7pp |
| Annual return | 28.81% | 78.78%-50.0pp | 70.43%-41.6pp | 34.64%-5.8pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,875 | $5,407-65.3% | $7,906-76.3% | $3,080-39.1% |
| Admin fee / account holder | $2,837 | $3,730-23.9% | $13,708-79.3% | $3,454-17.9% |