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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 | $105,510 | $80,674+30.8% | $119,126-11.4% | $64,340+64.0% |
| Participation rate | 20.0% | 55.2%-35.2pp | 75.8%-55.8pp | 55.2%-35.2pp |
| Annual return | 17.41% | 26.86%-9.5pp | 282.11%-264.7pp | 24.14%-6.7pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,661 | $3,053-45.6% | $5,318-68.8% | $2,980-44.3% |
| Admin fee / account holder | $4,714 | $4,559+3.4% | $10,693-55.9% | $3,703+27.3% |