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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 | $93,715 | $103,392-9.4% | $87,104+7.6% | $152,897-38.7% |
| Participation rate | 61.9% | 79.4%-17.4pp | 76.9%-15.0pp | 82.5%-20.5pp |
| Annual return | 25.19% | 28.10%-2.9pp | 28.19%-3.0pp | 345.43%-320.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,459 | $4,778-27.6% | $4,048-14.5% | $5,851-40.9% |
| Admin fee / account holder | $10,835 | $12,194-11.1% | $7,491+44.6% | $11,599-6.6% |