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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 | $71,679 | $124,330-42.3% | $109,173-34.3% | $167,536-57.2% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 13.79% | 26.04%-12.3pp | 25.75%-12.0pp | 478.82%-465.0pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,463 | $5,256+22.9% | $4,654+38.9% | $6,342+1.9% |
| Admin fee / account holder | $482 | $7,974-94.0% | $6,755-92.9% | $12,315-96.1% |