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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 | $20,887 | $48,053-56.5% | $84,637-75.3% | $72,976-71.4% |
| Participation rate | 60.0% | 57.6%+2.4pp | 68.2%-8.2pp | 69.5%-9.5pp |
| Annual return | 19.40% | 37.39%-18.0pp | 258.82%-239.4pp | 81.02%-61.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,976 | $2,681-26.3% | $3,900-49.3% | $3,608-45.2% |
| Admin fee / account holder | $3,233 | $3,395-4.8% | $4,914-34.2% | $5,124-36.9% |