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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 | $78,461 | $91,179-13.9% | $178,499-56.0% | $79,852-1.7% |
| Participation rate | 6.7% | 69.2%-62.5pp | 81.9%-75.3pp | 69.6%-63.0pp |
| Annual return | 15.85% | 24.19%-8.3pp | 151.10%-135.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,075 | $3,236-66.8% | $5,202-79.3% | $3,740-71.3% |
| Admin fee / account holder | $13,414 | $6,749+98.8% | $13,986-4.1% | $5,306+152.8% |