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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 | $56,075 | $98,766-43.2% | $149,730-62.5% | $79,852-29.8% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 17.87% | 27.43%-9.6pp | 276.70%-258.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,222 | $5,681+9.5% | $6,843-9.1% | $3,740+66.4% |
| Admin fee / account holder | $3,442 | $6,052-43.1% | $9,310-63.0% | $5,306-35.1% |