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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 | $69,724 | $93,345-25.3% | $119,126-41.5% | $87,485-20.3% |
| Participation rate | 59.6% | 68.7%-9.2pp | 75.8%-16.2pp | 68.9%-9.4pp |
| Annual return | 17.15% | 19.08%-1.9pp | 282.11%-265.0pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,269 | $4,099+4.2% | $5,318-19.7% | $4,274-0.1% |
| Admin fee / account holder | $3,557 | $8,039-55.8% | $10,693-66.7% | $7,775-54.2% |