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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 | $22,339 | $65,364-65.8% | $92,909-76.0% | $72,975-69.4% |
| Participation rate | 46.4% | 68.3%-21.9pp | 76.0%-29.6pp | 69.5%-23.1pp |
| Annual return | 53.29% | 42.11%+11.2pp | 109.44%-56.2pp | 81.01%-27.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,753 | $3,128+115.9% | $4,238+59.3% | $3,608+87.2% |
| Admin fee / account holder | $318 | $4,251-92.5% | $5,795-94.5% | $5,124-93.8% |