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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 | $87,672 | $108,882-19.5% | $96,754-9.4% | $154,746-43.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 11.08% | 98.39%-87.3pp | 82.04%-71.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,506 | $5,323-15.3% | $4,758-5.3% | $6,730-33.0% |
| Admin fee / account holder | $912 | $10,200-91.1% | $8,905-89.8% | $14,365-93.7% |