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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 | $27,365 | $76,551-64.3% | $123,894-77.9% | $62,881-56.5% |
| Participation rate | 27.3% | 73.0%-45.7pp | 81.4%-54.1pp | 69.3%-42.0pp |
| Annual return | 50.69% | 18.68%+32.0pp | 47.52%+3.2pp | 20.14%+30.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,315 | $4,840-52.2% | $5,984-61.3% | $3,203-27.7% |
| Admin fee / account holder | $2,258 | $4,826-53.2% | $8,357-73.0% | $4,296-47.4% |