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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 | $201,344-57.8% | $184,243-53.9% | $145,877-41.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 64.25% | 29.01%+35.2pp | 28.82%+35.4pp | 551.28%-487.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,403 | $9,807-44.9% | $9,132-40.8% | $6,691-19.2% |
| Admin fee / account holder | $11,461 | $16,382-30.0% | $13,914-17.6% | $13,402-14.5% |