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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 | $83,716 | $98,776-15.2% | $149,745-44.1% | $79,856+4.8% |
| Participation rate | 51.1% | 75.8%-24.7pp | 82.5%-31.4pp | 69.6%-18.5pp |
| Annual return | 14.51% | 27.38%-12.9pp | 276.72%-262.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,006 | $5,681-11.9% | $6,843-26.8% | $3,741+33.8% |
| Admin fee / account holder | $961 | $6,053-84.1% | $9,312-89.7% | $5,306-81.9% |