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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 | $94,791 | $104,709-9.5% | $85,705+10.6% | $167,553-43.4% |
| Participation rate | 63.6% | 76.4%-12.7pp | 69.9%-6.2pp | 82.1%-18.5pp |
| Annual return | 10.26% | 21.45%-11.2pp | 21.49%-11.2pp | 478.89%-468.6pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,558 | $4,827-67.7% | $3,924-60.3% | $6,343-75.4% |
| Admin fee / account holder | $12,781 | $10,036+27.3% | $6,877+85.8% | $12,316+3.8% |