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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 | $25,175 | $118,708-78.8% | $98,920-74.6% | $158,966-84.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 27.43% | 372.49%-345.1pp | 196.47%-169.0pp | 302.95%-275.5pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,635 | $5,089+167.9% | $4,245+221.2% | $5,983+127.9% |
| Admin fee / account holder | $6,275 | $10,134-38.1% | $6,643-5.5% | $11,250-44.2% |