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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 | $85,708 | $105,856-19.0% | $90,161-4.9% | $147,586-41.9% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 14.31% | 37.63%-23.3pp | 34.89%-20.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,826 | $5,733-50.7% | $5,287-46.5% | $5,439-48.0% |
| Admin fee / account holder | $2,303 | $8,046-71.4% | $5,943-61.2% | $10,886-78.8% |