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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 | $76,435 | $89,370-14.5% | $141,197-45.9% | $72,976+4.7% |
| Participation rate | 63.4% | 75.1%-11.7pp | 82.5%-19.1pp | 69.5%-6.1pp |
| Annual return | 24.53% | 111.88%-87.3pp | 71.41%-46.9pp | 81.02%-56.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,681 | $5,419-32.1% | $6,710-45.1% | $3,608+2.0% |
| Admin fee / account holder | $3,396 | $5,957-43.0% | $10,265-66.9% | $5,124-33.7% |