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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 | $66,796 | $89,370-25.3% | $141,197-52.7% | $72,976-8.5% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.7pp | 69.5%-10.7pp |
| Annual return | 21.68% | 111.88%-90.2pp | 71.41%-49.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,234 | $5,419-3.4% | $6,710-22.0% | $3,608+45.1% |
| Admin fee / account holder | $3,980 | $5,957-33.2% | $10,265-61.2% | $5,124-22.3% |