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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 | $82,615 | $89,364-7.6% | $141,177-41.5% | $72,983+13.2% |
| Participation rate | 37.5% | 75.1%-37.6pp | 82.5%-45.0pp | 69.5%-32.0pp |
| Annual return | 25.98% | 111.86%-85.9pp | 71.40%-45.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,673 | $5,419+23.1% | $6,710-0.6% | $3,608+85.0% |
| Admin fee / account holder | $3,183 | $5,959-46.6% | $10,263-69.0% | $5,124-37.9% |