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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 | $76,147 | $88,672-14.1% | $105,223-27.6% | $82,448-7.6% |
| Participation rate | 39.0% | 67.9%-29.0pp | 75.0%-36.1pp | 68.1%-29.1pp |
| Annual return | 13.35% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,272 | $4,036-18.9% | $5,072-35.5% | $4,139-21.0% |
| Admin fee / account holder | $14,425 | $7,146+101.9% | $8,859+62.8% | $7,234+99.4% |