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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 | $89,505 | $117,829-24.0% | $102,423-12.6% | $145,877-38.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 19.14% | 31.83%-12.7pp | 29.42%-10.3pp | 551.28%-532.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,660 | $5,732+138.3% | $5,054+170.3% | $6,691+104.2% |
| Admin fee / account holder | $10,592 | $13,335-20.6% | $9,455+12.0% | $13,402-21.0% |