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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 | $25,017 | $53,128-52.9% | $86,582-71.1% | $70,126-64.3% |
| Participation rate | 26.8% | 65.3%-38.5pp | 73.5%-46.7pp | 69.5%-42.7pp |
| Annual return | 15.65% | 27.66%-12.0pp | 965.08%-949.4pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,019 | $2,695-62.2% | $3,609-71.8% | $3,332-69.4% |
| Admin fee / account holder | $2,691 | $3,584-24.9% | $4,904-45.1% | $4,645-42.1% |