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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 | $25,261 | $48,053-47.4% | $84,637-70.2% | $72,976-65.4% |
| Participation rate | 37.1% | 57.6%-20.5pp | 68.2%-31.1pp | 69.5%-32.4pp |
| Annual return | 18.51% | 37.39%-18.9pp | 258.82%-240.3pp | 81.02%-62.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,256 | $2,681-53.2% | $3,900-67.8% | $3,608-65.2% |
| Admin fee / account holder | $908 | $3,395-73.3% | $4,914-81.5% | $5,124-82.3% |