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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 | $75,480 | $91,179-17.2% | $178,499-57.7% | $79,852-5.5% |
| Participation rate | 61.7% | 69.2%-7.5pp | 81.9%-20.2pp | 69.6%-7.9pp |
| Annual return | 15.27% | 24.19%-8.9pp | 151.10%-135.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,319 | $3,236-28.3% | $5,202-55.4% | $3,740-38.0% |
| Admin fee / account holder | $10,350 | $6,749+53.4% | $13,986-26.0% | $5,306+95.1% |