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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 | $102,353 | $100,901+1.4% | $75,501+35.6% | $147,586-30.6% |
| Participation rate | 55.6% | 77.1%-21.6pp | 72.4%-16.8pp | 82.8%-27.3pp |
| Annual return | 12.72% | 35.78%-23.1pp | 27.35%-14.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,071 | $4,027+50.8% | $3,142+93.2% | $5,439+11.6% |
| Admin fee / account holder | $7,782 | $11,285-31.0% | $5,801+34.2% | $10,886-28.5% |