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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 | $82,159 | $89,370-8.1% | $141,197-41.8% | $72,976+12.6% |
| Participation rate | 38.9% | 75.1%-36.2pp | 82.5%-43.6pp | 69.5%-30.6pp |
| Annual return | 23.99% | 111.88%-87.9pp | 71.41%-47.4pp | 81.02%-57.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,536 | $5,419+2.2% | $6,710-17.5% | $3,608+53.4% |
| Admin fee / account holder | $4,531 | $5,957-23.9% | $10,265-55.9% | $5,124-11.6% |