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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 | $28,924 | $99,957-71.1% | $149,730-80.7% | $73,493-60.6% |
| Participation rate | 29.2% | 75.7%-46.5pp | 82.5%-53.3pp | 70.7%-41.5pp |
| Annual return | 25.79% | 53.87%-28.1pp | 276.70%-250.9pp | 28.51%-2.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,690 | $6,073-39.2% | $6,843-46.1% | $3,740-1.3% |
| Admin fee / account holder | $767 | $551+39.4% | $9,310-91.8% | $513+49.6% |