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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 | $60,707 | $98,766-38.5% | $149,730-59.5% | $79,852-24.0% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.1pp |
| Annual return | 16.76% | 27.43%-10.7pp | 276.70%-259.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,099 | $5,681-10.2% | $6,843-25.5% | $3,740+36.3% |
| Admin fee / account holder | $1,275 | $6,052-78.9% | $9,310-86.3% | $5,306-76.0% |