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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 | $64,585 | $102,422-36.9% | $147,117-56.1% | $80,959-20.2% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 12.29% | 135.16%-122.9pp | 420.54%-408.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,027 | $6,652+156.0% | $8,065+111.1% | $4,300+296.0% |
| Admin fee / account holder | $10,087 | $7,953+26.8% | $12,993-22.4% | $6,925+45.7% |