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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 | $19,194 | $48,078-60.1% | $78,676-75.6% | $62,881-69.5% |
| Participation rate | 34.6% | 65.2%-30.6pp | 73.6%-38.9pp | 69.3%-34.7pp |
| Annual return | 53.72% | 31.36%+22.4pp | 62.19%-8.5pp | 20.14%+33.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,350 | $2,587-47.8% | $3,517-61.6% | $3,203-57.9% |
| Admin fee / account holder | $1,867 | $3,206-41.8% | $4,510-58.6% | $4,296-56.5% |