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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 | $68,852 | $88,203-21.9% | $165,100-58.3% | $74,478-7.6% |
| Participation rate | 59.0% | 73.1%-14.2pp | 78.6%-19.6pp | 67.2%-8.2pp |
| Annual return | 16.01% | 17.13%-1.1pp | 70.21%-54.2pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,088 | $4,505+79.5% | $6,035+34.0% | $4,350+85.9% |
| Admin fee / account holder | $1,203 | $2,235-46.2% | $12,696-90.5% | $1,946-38.2% |