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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 | $71,696 | $98,776-27.4% | $149,745-52.1% | $79,856-10.2% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.5%-57.5pp | 69.6%-44.6pp |
| Annual return | 17.57% | 27.38%-9.8pp | 276.72%-259.2pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,829 | $5,681-50.2% | $6,843-58.7% | $3,741-24.4% |
| Admin fee / account holder | $2,615 | $6,053-56.8% | $9,312-71.9% | $5,306-50.7% |