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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 | $104,977 | $98,240+6.9% | $82,312+27.5% | $147,586-28.9% |
| Participation rate | 46.7% | 79.7%-33.1pp | 76.9%-30.2pp | 82.8%-36.2pp |
| Annual return | 16.79% | 30.85%-14.1pp | 25.88%-9.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,524 | $4,383-42.4% | $3,706-31.9% | $5,439-53.6% |
| Admin fee / account holder | $4,560 | $8,563-46.8% | $5,608-18.7% | $10,886-58.1% |