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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 | $88,693 | $98,776-10.2% | $149,745-40.8% | $79,856+11.1% |
| Participation rate | 38.2% | 75.8%-37.6pp | 82.5%-44.2pp | 69.6%-31.4pp |
| Annual return | 22.18% | 27.38%-5.2pp | 276.72%-254.5pp | 31.71%-9.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,065 | $5,681-46.1% | $6,843-55.2% | $3,741-18.1% |
| Admin fee / account holder | $3,177 | $6,053-47.5% | $9,312-65.9% | $5,306-40.1% |