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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 | $21,632 | $45,343-52.3% | $150,298-85.6% | $67,986-68.2% |
| Participation rate | 49.7% | 51.9%-2.2pp | 77.8%-28.1pp | 57.2%-7.5pp |
| Annual return | 118.28% | 33.28%+85.0pp | 62.79%+55.5pp | 31.67%+86.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,537 | $2,055-25.2% | $5,453-71.8% | $3,358-54.2% |
| Admin fee / account holder | $1,517 | $2,250-32.6% | $14,116-89.3% | $3,203-52.6% |