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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 | $76,097 | $101,798-25.2% | $165,071-53.9% | $80,935-6.0% |
| Participation rate | 39.4% | 71.8%-32.4pp | 78.6%-39.2pp | 67.7%-28.3pp |
| Annual return | 153.78% | 16.73%+137.1pp | 70.17%+83.6pp | 35.66%+118.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,749 | $4,476+6.1% | $6,035-21.3% | $4,299+10.5% |
| Admin fee / account holder | $6,123 | $8,221-25.5% | $12,695-51.8% | $6,924-11.6% |