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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 | $99,039 | $98,766+0.3% | $149,730-33.9% | $79,852+24.0% |
| Participation rate | 60.3% | 75.8%-15.4pp | 82.5%-22.1pp | 69.6%-9.3pp |
| Annual return | 22.81% | 27.43%-4.6pp | 276.70%-253.9pp | 31.72%-8.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,454 | $5,681+13.6% | $6,843-5.7% | $3,740+72.6% |
| Admin fee / account holder | $2,929 | $6,052-51.6% | $9,310-68.5% | $5,306-44.8% |