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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 | $57,687 | $89,364-35.4% | $141,177-59.1% | $72,983-21.0% |
| Participation rate | 63.4% | 75.1%-11.7pp | 82.5%-19.1pp | 69.5%-6.1pp |
| Annual return | 23.48% | 111.86%-88.4pp | 71.40%-47.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,046 | $5,419+122.3% | $6,710+79.5% | $3,608+233.9% |
| Admin fee / account holder | $2,527 | $5,959-57.6% | $10,263-75.4% | $5,124-50.7% |