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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 | $79,857 | $142,354-43.9% | $125,529-36.4% | $155,188-48.5% |
| Participation rate | 62.5% | 78.1%-15.6pp | 74.7%-12.2pp | 80.8%-18.3pp |
| Annual return | 19.32% | 306.06%-286.7pp | 202.56%-183.2pp | 148.84%-129.5pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,139 | $5,491+157.5% | $4,813+193.8% | $6,531+116.5% |
| Admin fee / account holder | $4,853 | $19,392-75.0% | $16,298-70.2% | $14,480-66.5% |