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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 | $80,585 | $69,511+15.9% | $94,664-14.9% | $71,511+12.7% |
| Participation rate | 57.5% | 78.4%-20.9pp | 80.8%-23.3pp | 67.9%-10.4pp |
| Annual return | 18.07% | 29.67%-11.6pp | 156.84%-138.8pp | 28.86%-10.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,710 | $7,348-35.9% | $7,417-36.5% | $4,291+9.8% |
| Admin fee / account holder | $10,299 | $1,211+750.5% | $7,222+42.6% | $1,588+548.3% |