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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 | $66,344 | $77,638-14.5% | $156,551-57.6% | $62,881+5.5% |
| Participation rate | 40.7% | 71.2%-30.5pp | 84.0%-43.3pp | 69.3%-28.6pp |
| Annual return | 5.29% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,292 | $3,046-24.7% | $4,871-52.9% | $3,203-28.4% |
| Admin fee / account holder | $1,046 | $5,561-81.2% | $13,028-92.0% | $4,296-75.6% |