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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 | $79,501 | $98,776-19.5% | $149,745-46.9% | $79,856-0.4% |
| Participation rate | 17.2% | 75.8%-58.5pp | 82.5%-65.2pp | 69.6%-52.4pp |
| Annual return | 17.36% | 27.38%-10.0pp | 276.72%-259.4pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,755 | $5,681-51.5% | $6,843-59.7% | $3,741-26.3% |
| Admin fee / account holder | $3,055 | $6,053-49.5% | $9,312-67.2% | $5,306-42.4% |