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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 | $70,330 | $84,236-16.5% | $170,435-58.7% | $70,126+0.3% |
| Participation rate | 42.0% | 70.8%-28.8pp | 83.6%-41.6pp | 69.5%-27.5pp |
| Annual return | 15.61% | 23.06%-7.5pp | 205.94%-190.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,217 | $3,086-28.1% | $4,939-55.1% | $3,332-33.4% |
| Admin fee / account holder | $1,488 | $5,698-73.9% | $13,881-89.3% | $4,645-68.0% |