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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 | $108,298 | $98,240+10.2% | $82,312+31.6% | $147,586-26.6% |
| Participation rate | 53.3% | 79.7%-26.4pp | 76.9%-23.6pp | 82.8%-29.5pp |
| Annual return | 17.01% | 30.85%-13.8pp | 25.88%-8.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,714 | $4,383+7.5% | $3,706+27.2% | $5,439-13.3% |
| Admin fee / account holder | $3,785 | $8,563-55.8% | $5,608-32.5% | $10,886-65.2% |