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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 | $65,118 | $105,210-38.1% | $159,487-59.2% | $85,851-24.2% |
| Participation rate | 67.5% | 75.8%-8.3pp | 82.8%-15.3pp | 69.3%-1.8pp |
| Annual return | 25.29% | 45.08%-19.8pp | 263.71%-238.4pp | 318.63%-293.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,329 | $5,946+90.5% | $7,354+54.1% | $3,952+186.6% |
| Admin fee / account holder | $7,847 | $6,934+13.2% | $10,804-27.4% | $6,261+25.3% |