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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 | $21,173 | $61,125-65.4% | $94,057-77.5% | $87,485-75.8% |
| Participation rate | 51.9% | 64.1%-12.2pp | 73.3%-21.4pp | 68.9%-17.0pp |
| Annual return | 19.86% | 35.20%-15.3pp | 480.62%-460.8pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,848 | $3,260+18.0% | $4,709-18.3% | $4,274-10.0% |
| Admin fee / account holder | $1,134 | $5,629-79.8% | $7,244-84.3% | $7,775-85.4% |