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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 | $79,986 | $98,776-19.0% | $149,745-46.6% | $79,856+0.2% |
| Participation rate | 14.3% | 75.8%-61.5pp | 82.5%-68.2pp | 69.6%-55.4pp |
| Annual return | 28.86% | 27.38%+1.5pp | 276.72%-247.9pp | 31.71%-2.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,569 | $5,681-54.8% | $6,843-62.5% | $3,741-31.3% |
| Admin fee / account holder | $899 | $6,053-85.1% | $9,312-90.3% | $5,306-83.1% |