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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 | $87,645 | $117,829-25.6% | $102,423-14.4% | $145,877-39.9% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 15.51% | 31.83%-16.3pp | 29.42%-13.9pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,454 | $5,732+30.0% | $5,054+47.5% | $6,691+11.4% |
| Admin fee / account holder | $3,510 | $13,335-73.7% | $9,455-62.9% | $13,402-73.8% |