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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 | $18,824 | $50,860-63.0% | $155,574-87.9% | $77,714-75.8% |
| Participation rate | 19.0% | 63.1%-44.1pp | 78.2%-59.2pp | 70.6%-51.6pp |
| Annual return | 73.51% | 34.86%+38.6pp | 64.87%+8.6pp | 31.26%+42.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,271 | $2,825-55.0% | $5,629-77.4% | $4,649-72.7% |
| Admin fee / account holder | $4,984 | $436+1041.8% | $15,914-68.7% | $433+1050.3% |