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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 | $49,925 | $93,617-46.7% | $135,982-63.3% | $75,177-33.6% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.1pp | 67.2%-4.3pp |
| Annual return | 57.36% | 30.89%+26.5pp | 68.32%-11.0pp | 160.75%-103.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,144 | $6,406+74.0% | $7,760+43.6% | $4,126+170.1% |
| Admin fee / account holder | $24,169 | $6,980+246.3% | $10,767+124.5% | $5,651+327.7% |