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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 | $24,219 | $58,655-58.7% | $91,994-73.7% | $65,185-62.8% |
| Participation rate | 69.0% | 75.3%-6.3pp | 78.6%-9.6pp | 70.2%-1.2pp |
| Annual return | 77.70% | 33.92%+43.8pp | 69.04%+8.7pp | 29.38%+48.3pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,238 | $5,474+13.9% | $5,924+5.3% | $3,514+77.5% |
| Admin fee / account holder | $438 | $434+0.8% | $7,744-94.3% | $847-48.4% |