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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 | $79,441 | $117,846-32.6% | $102,434-22.4% | $145,884-45.5% |
| Participation rate | 6.7% | 78.6%-72.0pp | 76.5%-69.8pp | 80.3%-73.6pp |
| Annual return | 37.22% | 31.90%+5.3pp | 29.46%+7.8pp | 551.85%-514.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20,023 | $13,356+49.9% | $9,462+111.6% | $13,392+49.5% |