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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 | $60,954 | $157,304-61.3% | $141,197-56.8% | $152,909-60.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.32% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,588 | $7,111+48.9% | $6,710+57.8% | $5,851+80.9% |
| Admin fee / account holder | $7,838 | $12,126-35.4% | $10,265-23.6% | $11,601-32.4% |