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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 | $17,843 | $46,877-61.9% | $122,354-85.4% | $70,126-74.6% |
| Participation rate | 45.9% | 58.2%-12.3pp | 71.6%-25.8pp | 69.5%-23.7pp |
| Annual return | 51.38% | 24.22%+27.2pp | 30.28%+21.1pp | 73.15%-21.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,988 | $2,167+176.3% | $3,287+82.2% | $3,332+79.7% |
| Admin fee / account holder | $1,984 | $3,324-40.3% | $5,479-63.8% | $4,645-57.3% |