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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 | $76,119 | $95,406-20.2% | $185,849-59.0% | $85,847-11.3% |
| Participation rate | 68.3% | 68.8%-0.5pp | 81.7%-13.5pp | 69.3%-1.1pp |
| Annual return | 13.83% | 23.59%-9.8pp | 122.10%-108.3pp | 318.61%-304.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,967 | $3,424+15.9% | $5,569-28.8% | $3,952+0.4% |
| Admin fee / account holder | $334 | $7,214-95.4% | $16,244-97.9% | $6,261-94.7% |