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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 | $87,000 | $98,776-11.9% | $149,745-41.9% | $79,856+8.9% |
| Participation rate | 37.1% | 75.8%-38.6pp | 82.5%-45.3pp | 69.6%-32.5pp |
| Annual return | 12.52% | 27.38%-14.9pp | 276.72%-264.2pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,283 | $5,681+10.6% | $6,843-8.2% | $3,741+68.0% |
| Admin fee / account holder | $11,526 | $6,053+90.4% | $9,312+23.8% | $5,306+117.2% |