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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 | $59,754 | $208,088-71.3% | $186,193-67.9% | $154,746-61.4% |
| Participation rate | 58.3% | 80.0%-21.7pp | 77.1%-18.8pp | 80.7%-22.4pp |
| Annual return | 13.72% | 89.97%-76.2pp | 78.03%-64.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,116 | $7,078+0.5% | $6,513+9.3% | $6,730+5.7% |
| Admin fee / account holder | $6,295 | $11,698-46.2% | $11,058-43.1% | $14,365-56.2% |