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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 | $50,817 | $98,760-48.5% | $149,715-66.1% | $79,858-36.4% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 17.54% | 27.43%-9.9pp | 276.66%-259.1pp | 31.72%-14.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,510 | $5,681+67.4% | $6,842+39.0% | $3,740+154.3% |
| Admin fee / account holder | $3,856 | $6,053-36.3% | $9,310-58.6% | $5,306-27.3% |