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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 | $22,537 | $76,551-70.6% | $123,894-81.8% | $62,881-64.2% |
| Participation rate | 28.6% | 73.0%-44.4pp | 81.4%-52.8pp | 69.3%-40.7pp |
| Annual return | 56.01% | 18.68%+37.3pp | 47.52%+8.5pp | 20.14%+35.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,080 | $4,840-15.7% | $5,984-31.8% | $3,203+27.4% |
| Admin fee / account holder | $6,727 | $4,826+39.4% | $8,357-19.5% | $4,296+56.6% |