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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 | $27,756 | $70,666-60.7% | $169,385-83.6% | $75,181-63.1% |
| Participation rate | 65.4% | 64.8%+0.6pp | 77.2%-11.8pp | 67.2%-1.8pp |
| Annual return | 21.35% | 36.37%-15.0pp | 405.82%-384.5pp | 160.69%-139.3pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,879 | $4,308-33.2% | $6,221-53.7% | $4,126-30.2% |
| Admin fee / account holder | $4,134 | $5,402-23.5% | $9,011-54.1% | $5,650-26.8% |