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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 | $63,872 | $105,198-39.3% | $159,455-59.9% | $85,856-25.6% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.8%-15.0pp | 69.3%-1.5pp |
| Annual return | 12.75% | 45.08%-32.3pp | 263.63%-250.9pp | 318.58%-305.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,067 | $5,946+2.0% | $7,353-17.5% | $3,952+53.5% |
| Admin fee / account holder | $1,202 | $6,934-82.7% | $10,800-88.9% | $6,261-80.8% |