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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 | $75,295 | $98,766-23.8% | $149,730-49.7% | $79,852-5.7% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.5%-23.0pp | 69.6%-10.2pp |
| Annual return | 14.70% | 27.43%-12.7pp | 276.70%-262.0pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,469 | $5,681-38.9% | $6,843-49.3% | $3,740-7.2% |
| Admin fee / account holder | $3,738 | $6,052-38.2% | $9,310-59.9% | $5,306-29.6% |