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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 | $87,437 | $78,425+11.5% | $95,956-8.9% | $79,858+9.5% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 15.39% | 19.37%-4.0pp | 91.63%-76.2pp | 31.72%-16.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,223 | $3,440-6.3% | $4,167-22.6% | $3,740-13.8% |
| Admin fee / account holder | $3,022 | $5,622-46.3% | $6,797-55.5% | $5,306-43.1% |