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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 | $35,799 | $98,766-63.8% | $149,730-76.1% | $79,852-55.2% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 16.00% | 27.43%-11.4pp | 276.70%-260.7pp | 31.72%-15.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,032 | $5,681+59.0% | $6,843+32.0% | $3,740+141.5% |
| Admin fee / account holder | $6,602 | $6,052+9.1% | $9,310-29.1% | $5,306+24.4% |