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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 | $56,428 | $65,027-13.2% | $90,970-38.0% | $79,852-29.3% |
| Participation rate | 29.8% | 61.6%-31.8pp | 69.0%-39.2pp | 69.6%-39.8pp |
| Annual return | 142.97% | 30.45%+112.5pp | 134.58%+8.4pp | 31.72%+111.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,953 | $2,512-22.3% | $3,373-42.1% | $3,740-47.8% |
| Admin fee / account holder | $832 | $4,535-81.6% | $5,960-86.0% | $5,306-84.3% |