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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 | $25,174 | $73,532-65.8% | $178,540-85.9% | $74,459-66.2% |
| Participation rate | 57.7% | 66.6%-8.9pp | 77.1%-19.4pp | 67.2%-9.5pp |
| Annual return | 39.85% | 17.51%+22.3pp | 27.15%+12.7pp | 1369.70%-1329.9pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,099 | $4,519+12.8% | $6,281-18.8% | $4,350+17.2% |
| Admin fee / account holder | $4,817 | $1,813+165.7% | $10,424-53.8% | $1,945+147.7% |