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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 | $82,159 | $77,638+5.8% | $156,551-47.5% | $62,881+30.7% |
| Participation rate | 36.4% | 71.2%-34.8pp | 84.0%-47.7pp | 69.3%-32.9pp |
| Annual return | 7.98% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,497 | $3,046+14.8% | $4,871-28.2% | $3,203+9.2% |
| Admin fee / account holder | $5,013 | $5,561-9.9% | $13,028-61.5% | $4,296+16.7% |