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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 | $75,541-72.8% | $152,093-86.5% | $82,637-75.2% |
| Participation rate | 64.5% | 66.5%-2.1pp | 77.8%-13.3pp | 68.1%-3.6pp |
| Annual return | 51.13% | 32.56%+18.6pp | 66.36%-15.2pp | 53.51%-2.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,156 | $3,206+29.6% | $5,451-23.8% | $4,126+0.7% |
| Admin fee / account holder | $606 | $6,405-90.5% | $14,497-95.8% | $7,339-91.7% |