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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 | $67,969 | $56,134+21.1% | $96,171-29.3% | $85,847-20.8% |
| Participation rate | 48.3% | 56.7%-8.4pp | 68.4%-20.2pp | 69.3%-21.0pp |
| Annual return | 11.84% | 42.30%-30.5pp | 192.04%-180.2pp | 318.61%-306.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,778 | $2,858+102.2% | $4,350+32.8% | $3,952+46.2% |
| Admin fee / account holder | $7,052 | $3,769+87.1% | $5,538+27.3% | $6,261+12.6% |