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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 | $30,463 | $89,367-65.9% | $141,191-78.4% | $72,975-58.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 28.11% | 111.87%-83.8pp | 71.41%-43.3pp | 81.01%-52.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,414 | $5,419+110.7% | $6,710+70.1% | $3,608+216.4% |
| Admin fee / account holder | $10,711 | $5,957+79.8% | $10,264+4.4% | $5,124+109.0% |