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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 | $90,038 | $104,251-13.6% | $91,004-1.1% | $147,586-39.0% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 11.65% | 27.06%-15.4pp | 4.60%+7.0pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,622 | $4,195-61.3% | $3,548-54.3% | $5,439-70.2% |
| Admin fee / account holder | $1,291 | $8,948-85.6% | $5,417-76.2% | $10,886-88.1% |