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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 | $91,167 | $99,994-8.8% | $146,643-37.8% | $85,847+6.2% |
| Participation rate | 65.9% | 73.1%-7.2pp | 80.1%-14.2pp | 69.3%-3.5pp |
| Annual return | 15.56% | 18.93%-3.4pp | 22.75%-7.2pp | 318.61%-303.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,114 | $4,006-22.3% | $5,506-43.4% | $3,952-21.2% |
| Admin fee / account holder | $1,163 | $7,703-84.9% | $10,280-88.7% | $6,261-81.4% |