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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 | $94,292 | $77,920+21.0% | $149,723-37.0% | $75,177+25.4% |
| Participation rate | 31.8% | 65.6%-33.8pp | 78.8%-47.0pp | 67.2%-35.4pp |
| Annual return | 18.93% | 31.72%-12.8pp | 134.50%-115.6pp | 160.75%-141.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,378 | $3,411-1.0% | $5,682-40.5% | $4,126-18.1% |
| Admin fee / account holder | $780 | $5,951-86.9% | $13,215-94.1% | $5,651-86.2% |