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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 | $74,690 | $87,733-14.9% | $106,554-29.9% | $85,851-13.0% |
| Participation rate | 45.7% | 71.9%-26.3pp | 76.1%-30.5pp | 69.3%-23.7pp |
| Annual return | 15.57% | 21.86%-6.3pp | 26.80%-11.2pp | 318.63%-303.1pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,290 | $3,469+139.0% | $4,398+88.5% | $3,952+109.7% |
| Admin fee / account holder | $3,707 | $6,767-45.2% | $7,408-50.0% | $6,261-40.8% |