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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 | $21,691 | $64,359-66.3% | $90,161-75.9% | $70,124-69.1% |
| Participation rate | 59.1% | 70.4%-11.3pp | 76.9%-17.8pp | 69.5%-10.4pp |
| Annual return | 159.30% | 28.13%+131.2pp | 34.89%+124.4pp | 73.14%+86.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,677 | $4,389+52.1% | $5,287+26.3% | $3,332+100.4% |
| Admin fee / account holder | $533 | $3,945-86.5% | $5,943-91.0% | $4,645-88.5% |