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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 | $102,125 | $157,829-35.3% | $136,867-25.4% | $198,609-48.6% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 12.07% | 51.25%-39.2pp | 42.97%-30.9pp | 202.70%-190.6pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,239 | $5,463+32.5% | $4,924+47.0% | $6,977+3.8% |
| Admin fee / account holder | $476 | $11,107-95.7% | $10,340-95.4% | $19,030-97.5% |