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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 | $63,903 | $98,776-35.3% | $149,745-57.3% | $79,856-20.0% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.5%-27.3pp | 69.6%-14.5pp |
| Annual return | 26.91% | 27.38%-0.5pp | 276.72%-249.8pp | 31.71%-4.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,967 | $5,681+5.0% | $6,843-12.8% | $3,741+59.5% |
| Admin fee / account holder | $382 | $6,053-93.7% | $9,312-95.9% | $5,306-92.8% |