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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 | $74,845 | $89,370-16.3% | $141,197-47.0% | $72,976+2.6% |
| Participation rate | 69.6% | 75.1%-5.6pp | 82.5%-12.9pp | 69.5%+0.1pp |
| Annual return | 22.53% | 111.88%-89.3pp | 71.41%-48.9pp | 81.02%-58.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,358 | $5,419+17.3% | $6,710-5.3% | $3,608+76.2% |
| Admin fee / account holder | $1,460 | $5,957-75.5% | $10,265-85.8% | $5,124-71.5% |