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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 | $89,480 | $65,027+37.6% | $90,970-1.6% | $79,852+12.1% |
| Participation rate | 38.3% | 61.6%-23.3pp | 69.0%-30.7pp | 69.6%-31.4pp |
| Annual return | 12.30% | 30.45%-18.1pp | 134.58%-122.3pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,934 | $2,512+16.8% | $3,373-13.0% | $3,740-21.5% |
| Admin fee / account holder | $5,332 | $4,535+17.6% | $5,960-10.5% | $5,306+0.5% |