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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 | $69,375 | $98,776-29.8% | $149,745-53.7% | $79,856-13.1% |
| Participation rate | 27.3% | 75.8%-48.5pp | 82.5%-55.2pp | 69.6%-42.4pp |
| Annual return | 14.36% | 27.38%-13.0pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,994 | $5,681-29.7% | $6,843-41.6% | $3,741+6.8% |
| Admin fee / account holder | $2,587 | $6,053-57.3% | $9,312-72.2% | $5,306-51.2% |