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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 | $28,888 | $76,407-62.2% | $150,298-80.8% | $82,448-65.0% |
| Participation rate | 14.0% | 66.4%-52.4pp | 77.8%-63.8pp | 68.1%-54.1pp |
| Annual return | 162.80% | 39.99%+122.8pp | 62.79%+100.0pp | 41.64%+121.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,183 | $3,214-63.2% | $5,453-78.3% | $4,139-71.4% |
| Admin fee / account holder | $2,112 | $6,352-66.8% | $14,116-85.0% | $7,234-70.8% |