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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 | $94,326 | $125,797-25.0% | $170,043-44.5% | $75,173+25.5% |
| Participation rate | 42.5% | 83.6%-41.1pp | 87.0%-44.5pp | 67.2%-24.7pp |
| Annual return | 14.55% | 27.20%-12.6pp | 53.40%-38.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,677 | $6,838-17.0% | $10,410-45.5% | $4,126+37.6% |
| Admin fee / account holder | $1,084 | $8,177-86.7% | $12,824-91.5% | $5,651-80.8% |