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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 | $23,790 | $63,346-62.4% | $92,239-74.2% | $70,124-66.1% |
| Participation rate | 52.6% | 68.7%-16.0pp | 76.5%-23.9pp | 69.5%-16.9pp |
| Annual return | 25.69% | 530.19%-504.5pp | 176.29%-150.6pp | 73.14%-47.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,812 | $2,854-36.5% | $3,897-53.5% | $3,332-45.6% |
| Admin fee / account holder | $4,898 | $3,841+27.5% | $5,194-5.7% | $4,645+5.4% |