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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 | $91,547 | $86,288+6.1% | $111,306-17.8% | $85,851+6.6% |
| Participation rate | 35.2% | 73.3%-38.1pp | 77.3%-42.1pp | 69.3%-34.1pp |
| Annual return | 16.05% | 19.99%-3.9pp | 54.67%-38.6pp | 318.63%-302.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,215 | $3,641-39.2% | $4,488-50.6% | $3,952-44.0% |
| Admin fee / account holder | $4,843 | $8,189-40.9% | $7,966-39.2% | $6,261-22.6% |