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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 | $90,467 | $99,994-9.5% | $146,647-38.3% | $85,851+5.4% |
| Participation rate | 50.6% | 73.1%-22.5pp | 80.1%-29.5pp | 69.3%-18.7pp |
| Annual return | 32.77% | 18.93%+13.8pp | 22.75%+10.0pp | 318.63%-285.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,892 | $4,006+22.1% | $5,506-11.2% | $3,952+23.8% |
| Admin fee / account holder | $5,431 | $7,703-29.5% | $10,281-47.2% | $6,261-13.3% |