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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 | $99,085 | $77,358+28.1% | $102,184-3.0% | $87,485+13.3% |
| Participation rate | 57.1% | 78.7%-21.5pp | 82.6%-25.5pp | 68.9%-11.8pp |
| Annual return | 17.00% | 41.11%-24.1pp | 31.58%-14.6pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,880 | $6,753-57.4% | $8,309-65.3% | $4,274-32.6% |
| Admin fee / account holder | $793 | $6,809-88.4% | $11,609-93.2% | $7,775-89.8% |