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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 | $25,084 | $56,287-55.4% | $80,977-69.0% | $62,881-60.1% |
| Participation rate | 40.0% | 68.9%-28.9pp | 75.8%-35.8pp | 69.3%-29.3pp |
| Annual return | 87.46% | 22.13%+65.3pp | 17.11%+70.4pp | 20.14%+67.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,834 | $4,196+39.1% | $5,696+2.4% | $3,203+82.2% |
| Admin fee / account holder | $2,286 | $3,742-38.9% | $5,517-58.6% | $4,296-46.8% |