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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 | $18,963 | $117,846-83.9% | $102,434-81.5% | $145,884-87.0% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 204.89% | 31.90%+173.0pp | 29.46%+175.4pp | 551.85%-347.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,222 | $5,733-8.9% | $5,055+3.3% | $6,690-21.9% |
| Admin fee / account holder | $1,490 | $13,356-88.8% | $9,462-84.3% | $13,392-88.9% |