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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 | $75,168 | $78,707-4.5% | $117,861-36.2% | $70,126+7.2% |
| Participation rate | 63.4% | 73.2%-9.8pp | 79.7%-16.3pp | 69.5%-6.2pp |
| Annual return | 15.73% | 23.30%-7.6pp | 335.11%-319.4pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,357 | $3,297+1.8% | $4,482-25.1% | $3,332+0.7% |
| Admin fee / account holder | $5,032 | $5,066-0.7% | $8,021-37.3% | $4,645+8.3% |