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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 | $106,771 | $227,291-53.0% | $214,702-50.3% | $155,188-31.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 13.56% | 60.08%-46.5pp | 54.55%-41.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,000 | $9,582+25.2% | $9,147+31.2% | $6,531+83.7% |
| Admin fee / account holder | $911 | $20,413-95.5% | $19,830-95.4% | $14,480-93.7% |