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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 | $89,837 | $117,829-23.8% | $102,423-12.3% | $145,877-38.4% |
| Participation rate | 7.7% | 78.6%-70.9pp | 76.5%-68.8pp | 80.3%-72.6pp |
| Annual return | 15.58% | 31.83%-16.3pp | 29.42%-13.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,379 | $13,335-89.7% | $9,455-85.4% | $13,402-89.7% |