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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 | $79,338 | $103,393-23.3% | $87,103-8.9% | $152,909-48.1% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | 15.08% | 28.10%-13.0pp | 28.19%-13.1pp | 345.46%-330.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,484 | $4,778-6.2% | $4,049+10.8% | $5,851-23.4% |
| Admin fee / account holder | $13,930 | $12,195+14.2% | $7,491+85.9% | $11,601+20.1% |