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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 | $72,383 | $98,240-26.3% | $82,312-12.1% | $147,586-51.0% |
| Participation rate | 53.3% | 79.7%-26.4pp | 76.9%-23.6pp | 82.8%-29.5pp |
| Annual return | 20.07% | 30.85%-10.8pp | 25.88%-5.8pp | 578.59%-558.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,127 | $4,383+85.4% | $3,706+119.3% | $5,439+49.4% |
| Admin fee / account holder | $1,687 | $8,563-80.3% | $5,608-69.9% | $10,886-84.5% |