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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 | $88,105 | $102,385-13.9% | $147,080-40.1% | $80,935+8.9% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 14.32% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,537 | $6,651-31.8% | $8,066-43.7% | $4,299+5.5% |
| Admin fee / account holder | $2,946 | $7,951-62.9% | $12,989-77.3% | $6,924-57.4% |