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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 | $75,846 | $98,766-23.2% | $149,730-49.3% | $79,852-5.0% |
| Participation rate | 58.5% | 75.8%-17.2pp | 82.5%-23.9pp | 69.6%-11.1pp |
| Annual return | 17.13% | 27.43%-10.3pp | 276.70%-259.6pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,187 | $5,681+114.5% | $6,843+78.1% | $3,740+225.8% |
| Admin fee / account holder | $8,961 | $6,052+48.1% | $9,310-3.8% | $5,306+68.9% |