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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 | $13,505 | $47,105-71.3% | $68,368-80.2% | $67,986-80.1% |
| Participation rate | 54.7% | 51.8%+2.9pp | 73.8%-19.1pp | 57.2%-2.5pp |
| Annual return | 16.43% | 48.37%-31.9pp | 292.57%-276.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,925 | $2,374+23.2% | $4,123-29.0% | $3,358-12.9% |
| Admin fee / account holder | $928 | $2,435-61.9% | $5,150-82.0% | $3,203-71.0% |