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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 | $20,326 | $45,126-55.0% | $85,187-76.1% | $74,459-72.7% |
| Participation rate | 25.0% | 49.4%-24.4pp | 67.5%-42.5pp | 67.2%-42.2pp |
| Annual return | 30.50% | 26.30%+4.2pp | 66.67%-36.2pp | 1369.70%-1339.2pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,064 | $2,738+48.4% | $4,525-10.2% | $4,350-6.6% |
| Admin fee / account holder | $2,760 | $2,212+24.8% | $6,162-55.2% | $1,945+41.9% |