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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 | $73,970 | $89,259-17.1% | $107,187-31.0% | $82,637-10.5% |
| Participation rate | 23.3% | 67.9%-44.6pp | 75.0%-51.7pp | 68.1%-44.7pp |
| Annual return | 17.28% | 21.02%-3.7pp | 204.55%-187.3pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,471 | $4,037-38.8% | $5,096-51.5% | $4,126-40.1% |
| Admin fee / account holder | $2,454 | $7,381-66.8% | $9,162-73.2% | $7,339-66.6% |