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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 | $79,960 | $65,367+22.3% | $92,915-13.9% | $72,976+9.6% |
| Participation rate | 57.4% | 68.3%-11.0pp | 76.0%-18.7pp | 69.5%-12.1pp |
| Annual return | 18.87% | 42.11%-23.2pp | 109.45%-90.6pp | 81.02%-62.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,364 | $3,128+7.5% | $4,238-20.6% | $3,608-6.8% |
| Admin fee / account holder | $23,512 | $4,251+453.0% | $5,796+305.7% | $5,124+358.8% |