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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 | $82,167 | $89,367-8.1% | $141,191-41.8% | $72,975+12.6% |
| Participation rate | 63.3% | 75.1%-11.9pp | 82.5%-19.2pp | 69.5%-6.2pp |
| Annual return | 27.41% | 111.87%-84.5pp | 71.41%-44.0pp | 81.01%-53.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,881 | $5,419+27.0% | $6,710+2.5% | $3,608+90.7% |
| Admin fee / account holder | $980 | $5,957-83.5% | $10,264-90.4% | $5,124-80.9% |