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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 | $64,821 | $98,776-34.4% | $149,745-56.7% | $79,856-18.8% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.5%-14.7pp | 69.6%-1.9pp |
| Annual return | 21.59% | 27.38%-5.8pp | 276.72%-255.1pp | 31.71%-10.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,449 | $5,681+101.5% | $6,843+67.3% | $3,741+206.1% |
| Admin fee / account holder | $1,870 | $6,053-69.1% | $9,312-79.9% | $5,306-64.8% |