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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 | $56,447 | $103,038-45.2% | $90,324-37.5% | $152,909-63.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 23.08% | 95.25%-72.2pp | 78.15%-55.1pp | 345.46%-322.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,517 | $4,282+52.2% | $3,885+67.7% | $5,851+11.4% |
| Admin fee / account holder | $10,575 | $6,177+71.2% | $5,356+97.4% | $11,601-8.8% |