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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 | $92,627 | $86,288+7.3% | $111,306-16.8% | $85,851+7.9% |
| Participation rate | 47.9% | 73.3%-25.4pp | 77.3%-29.4pp | 69.3%-21.4pp |
| Annual return | 14.87% | 19.99%-5.1pp | 54.67%-39.8pp | 318.63%-303.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,235 | $3,641-38.6% | $4,488-50.2% | $3,952-43.5% |
| Admin fee / account holder | $2,022 | $8,189-75.3% | $7,966-74.6% | $6,261-67.7% |