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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 | $76,089 | $98,240-22.5% | $82,312-7.6% | $147,586-48.4% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.6pp | 82.8%-24.5pp |
| Annual return | 9.89% | 30.85%-21.0pp | 25.88%-16.0pp | 578.59%-568.7pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,556 | $4,383+3.9% | $3,706+22.9% | $5,439-16.2% |
| Admin fee / account holder | $2,154 | $8,563-74.8% | $5,608-61.6% | $10,886-80.2% |