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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 | $42,535 | $99,957-57.4% | $149,745-71.6% | $73,497-42.1% |
| Participation rate | 64.7% | 75.7%-11.0pp | 82.5%-17.8pp | 70.7%-6.0pp |
| Annual return | 23.23% | 53.87%-30.6pp | 276.72%-253.5pp | 28.51%-5.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,385 | $6,073+21.6% | $6,843+7.9% | $3,740+97.5% |
| Admin fee / account holder | $1,735 | $551+215.1% | $9,312-81.4% | $513+238.2% |