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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 | $87,727 | $104,251-15.8% | $91,004-3.6% | $147,586-40.6% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 12.80% | 27.06%-14.3pp | 4.60%+8.2pp | 578.59%-565.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,968 | $4,195+18.4% | $3,548+40.0% | $5,439-8.7% |
| Admin fee / account holder | $303 | $8,948-96.6% | $5,417-94.4% | $10,886-97.2% |