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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 | $97,757 | $96,731+1.1% | $123,973-21.1% | $86,983+12.4% |
| Participation rate | 48.7% | 70.0%-21.3pp | 76.7%-27.9pp | 69.5%-20.8pp |
| Annual return | 14.86% | 17.33%-2.5pp | 388.13%-373.3pp | 25.83%-11.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,194 | $4,152+25.1% | $5,247-1.0% | $4,194+23.9% |
| Admin fee / account holder | $3,439 | $8,722-60.6% | $11,799-70.9% | $7,856-56.2% |