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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 | $92,395 | $208,088-55.6% | $186,193-50.4% | $154,746-40.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 17.52% | 89.97%-72.5pp | 78.03%-60.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,064 | $7,078+112.8% | $6,513+131.3% | $6,730+123.8% |
| Admin fee / account holder | $771 | $11,698-93.4% | $11,058-93.0% | $14,365-94.6% |