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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 | $78,518 | $85,766-8.5% | $136,297-42.4% | $70,124+12.0% |
| Participation rate | 61.8% | 74.2%-12.4pp | 81.9%-20.2pp | 69.5%-7.8pp |
| Annual return | 19.36% | 31.45%-12.1pp | 5156.19%-5136.8pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,733 | $5,051+33.3% | $6,247+7.8% | $3,332+102.1% |
| Admin fee / account holder | $3,630 | $5,420-33.0% | $9,244-60.7% | $4,645-21.9% |