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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 | $85,642 | $89,367-4.2% | $141,191-39.3% | $72,975+17.4% |
| Participation rate | 68.6% | 75.1%-6.6pp | 82.5%-13.9pp | 69.5%-0.9pp |
| Annual return | 23.71% | 111.87%-88.2pp | 71.41%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,468 | $5,419-17.5% | $6,710-33.4% | $3,608+23.8% |
| Admin fee / account holder | $7,590 | $5,957+27.4% | $10,264-26.0% | $5,124+48.1% |