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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 | $20,517 | $76,407-73.1% | $150,298-86.3% | $82,448-75.1% |
| Participation rate | 64.5% | 66.4%-1.9pp | 77.8%-13.3pp | 68.1%-3.6pp |
| Annual return | 51.13% | 39.99%+11.1pp | 62.79%-11.7pp | 41.64%+9.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,156 | $3,214+29.3% | $5,453-23.8% | $4,139+0.4% |
| Admin fee / account holder | $606 | $6,352-90.5% | $14,116-95.7% | $7,234-91.6% |