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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 | $113,970 | $118,919-4.2% | $88,538+28.7% | $152,897-25.5% |
| Participation rate | 66.7% | 73.4%-6.7pp | 68.7%-2.1pp | 82.5%-15.8pp |
| Annual return | 20.39% | 47.92%-27.5pp | 43.64%-23.3pp | 345.43%-325.0pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,180 | $3,549-10.4% | $2,914+9.1% | $5,851-45.6% |
| Admin fee / account holder | $13,547 | $5,876+130.5% | $4,310+214.3% | $11,599+16.8% |