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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 | $73,219 | $78,690-7.0% | $161,489-54.7% | $87,485-16.3% |
| Participation rate | 21.6% | 67.5%-45.8pp | 78.7%-57.1pp | 68.9%-47.3pp |
| Annual return | 16.84% | 32.74%-15.9pp | 89.72%-72.9pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,764 | $3,311-16.5% | $5,630-50.9% | $4,274-35.3% |
| Admin fee / account holder | $14,440 | $6,724+114.8% | $16,006-9.8% | $7,775+85.7% |