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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 | $70,160 | $102,422-31.5% | $147,117-52.3% | $80,959-13.3% |
| Participation rate | 59.1% | 75.9%-16.8pp | 82.2%-23.1pp | 67.7%-8.6pp |
| Annual return | 11.92% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,514 | $6,652-32.1% | $8,065-44.0% | $4,300+5.0% |
| Admin fee / account holder | $13,213 | $7,953+66.1% | $12,993+1.7% | $6,925+90.8% |