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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 | $117,859-23.8% | $102,438-12.3% | $145,959-38.5% |
| Participation rate | 7.7% | 78.6%-70.9pp | 76.5%-68.8pp | 80.3%-72.6pp |
| Annual return | 15.58% | 31.72%-16.1pp | 29.37%-13.8pp | 561.95%-546.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,379 | $13,318-89.6% | $9,448-85.4% | $13,398-89.7% |