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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 | $78,092 | $88,672-11.9% | $105,223-25.8% | $82,448-5.3% |
| Participation rate | 61.7% | 67.9%-6.2pp | 75.0%-13.3pp | 68.1%-6.4pp |
| Annual return | 15.05% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,790 | $4,036-6.1% | $5,072-25.3% | $4,139-8.4% |
| Admin fee / account holder | $35,691 | $7,146+399.5% | $8,859+302.9% | $7,234+393.4% |