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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 | $23,095 | $93,589-75.3% | $135,942-83.0% | $75,181-69.3% |
| Participation rate | 65.5% | 75.2%-9.7pp | 81.9%-16.4pp | 67.2%-1.7pp |
| Annual return | 59.12% | 30.90%+28.2pp | 68.28%-9.2pp | 160.69%-101.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,247 | $6,405+75.6% | $7,759+45.0% | $4,126+172.6% |
| Admin fee / account holder | $1,288 | $6,977-81.5% | $10,764-88.0% | $5,650-77.2% |