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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 | $61,543 | $98,760-37.7% | $149,715-58.9% | $79,858-22.9% |
| Participation rate | 67.5% | 75.8%-8.2pp | 82.5%-14.9pp | 69.6%-2.1pp |
| Annual return | 19.76% | 27.43%-7.7pp | 276.66%-256.9pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,634 | $5,681-0.8% | $6,842-17.7% | $3,740+50.6% |
| Admin fee / account holder | $3,201 | $6,053-47.1% | $9,310-65.6% | $5,306-39.7% |