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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 | $83,016 | $89,370-7.1% | $141,197-41.2% | $72,976+13.8% |
| Participation rate | 61.3% | 75.1%-13.8pp | 82.5%-21.1pp | 69.5%-8.2pp |
| Annual return | 33.80% | 111.88%-78.1pp | 71.41%-37.6pp | 81.02%-47.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,616 | $5,419-33.3% | $6,710-46.1% | $3,608+0.2% |
| Admin fee / account holder | $7,296 | $5,957+22.5% | $10,265-28.9% | $5,124+42.4% |