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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 | $65,655 | $86,288-23.9% | $111,306-41.0% | $85,851-23.5% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 16.92% | 19.99%-3.1pp | 54.67%-37.8pp | 318.63%-301.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,439 | $3,641+131.8% | $4,488+88.1% | $3,952+113.5% |
| Admin fee / account holder | $531 | $8,189-93.5% | $7,966-93.3% | $6,261-91.5% |