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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 | $84,875 | $201,370-57.9% | $184,256-53.9% | $145,897-41.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 64.25% | 29.05%+35.2pp | 28.85%+35.4pp | 552.29%-488.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,403 | $9,808-44.9% | $9,133-40.8% | $6,689-19.2% |
| Admin fee / account holder | $11,461 | $16,364-30.0% | $13,899-17.5% | $13,390-14.4% |