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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 | $32,283 | $67,823-52.4% | $52,425-38.4% | $137,256-76.5% |
| Participation rate | 23.1% | 63.9%-40.8pp | 55.6%-32.5pp | 80.0%-56.9pp |
| Annual return | 22.01% | 219.11%-197.1pp | 302.12%-280.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,709 | $2,288+18.4% | $1,790+51.3% | $6,407-57.7% |
| Admin fee / account holder | $4,018 | $2,844+41.3% | $2,495+61.1% | $12,270-67.3% |