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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 | $66,518 | $104,251-36.2% | $91,004-26.9% | $147,586-54.9% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.6%-18.5pp | 82.8%-25.7pp |
| Annual return | 16.86% | 27.06%-10.2pp | 4.60%+12.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,778 | $4,195-33.8% | $3,548-21.7% | $5,439-48.9% |
| Admin fee / account holder | $547 | $8,948-93.9% | $5,417-89.9% | $10,886-95.0% |