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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 | $64,492 | $99,875-35.4% | $146,866-56.1% | $86,983-25.9% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.5%-62.5pp | 69.5%-49.5pp |
| Annual return | 21.62% | 28.10%-6.5pp | 102.85%-81.2pp | 25.83%-4.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,436 | $6,322-45.7% | $7,759-55.7% | $4,194-18.1% |
| Admin fee / account holder | $9,875 | $7,838+26.0% | $13,620-27.5% | $7,856+25.7% |