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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 | $75,370 | $82,133-8.2% | $147,318-48.8% | $64,097+17.6% |
| Participation rate | 25.0% | 62.3%-37.3pp | 82.1%-57.1pp | 55.2%-30.2pp |
| Annual return | 17.07% | 78.78%-61.7pp | 70.43%-53.4pp | 34.64%-17.6pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,963 | $5,407-26.7% | $7,906-49.9% | $3,080+28.7% |
| Admin fee / account holder | $4,254 | $3,730+14.0% | $13,708-69.0% | $3,454+23.1% |