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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 | $67,038 | $68,398-2.0% | $94,664-29.2% | $75,173-10.8% |
| Participation rate | 65.6% | 76.1%-10.5pp | 80.8%-15.2pp | 67.2%-1.6pp |
| Annual return | 18.82% | 616.72%-597.9pp | 156.84%-138.0pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,206 | $6,537-51.0% | $7,417-56.8% | $4,126-22.3% |
| Admin fee / account holder | $2,114 | $5,324-60.3% | $7,222-70.7% | $5,651-62.6% |