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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 | $66,063 | $98,760-33.1% | $149,715-55.9% | $79,858-17.3% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.5%-25.7pp | 69.6%-12.9pp |
| Annual return | 28.87% | 27.43%+1.4pp | 276.66%-247.8pp | 31.72%-2.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,843 | $5,681+20.5% | $6,8420% | $3,740+83.0% |
| Admin fee / account holder | $2,709 | $6,053-55.3% | $9,310-70.9% | $5,306-48.9% |