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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 | $75,479 | $89,364-15.5% | $141,177-46.5% | $72,983+3.4% |
| Participation rate | 31.8% | 75.1%-43.3pp | 82.5%-50.7pp | 69.5%-37.7pp |
| Annual return | 20.79% | 111.86%-91.1pp | 71.40%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,570 | $5,419-52.6% | $6,710-61.7% | $3,608-28.8% |
| Admin fee / account holder | $745 | $5,959-87.5% | $10,263-92.7% | $5,124-85.5% |