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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 | $64,201 | $104,251-38.4% | $91,004-29.5% | $147,585-56.5% |
| Participation rate | 61.1% | 78.2%-17.1pp | 75.6%-14.5pp | 82.8%-21.7pp |
| Annual return | 15.45% | 27.06%-11.6pp | 4.60%+10.8pp | 578.58%-563.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,061 | $4,195-3.2% | $3,548+14.5% | $5,439-25.3% |
| Admin fee / account holder | $2,798 | $8,948-68.7% | $5,417-48.4% | $10,886-74.3% |