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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 | $69,323 | $83,369-16.8% | $105,223-34.1% | $67,986+2.0% |
| Participation rate | 46.5% | 56.3%-9.8pp | 75.0%-28.6pp | 57.2%-10.8pp |
| Annual return | 14.19% | 24.64%-10.5pp | 180.65%-166.5pp | 31.67%-17.5pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,575 | $3,295+8.5% | $5,072-29.5% | $3,358+6.5% |
| Admin fee / account holder | $4,306 | $4,073+5.7% | $8,859-51.4% | $3,203+34.4% |